Task reminder after deadline with no deadline

asked on April 9

I am trying to set up some task reminder emails in Forms but have a conundrum. One of my steps may or may not have a deadline set from the previous, optional step. If the date gets set up in that step, great: the deadline gets set and the reminders fire off. However, if that step is skipped, the deadline doesn't get set (no big deal) and then the reminders don't fire off (a big deal).

I can set different reminder schedules: 1 for the standard 12 hours after task creation and the other based on the deadline. This way things work if there is no deadline. However, it means that if there is a deadline we can end up with duplicate reminders.

Is there any way to account for this situation, to say something like "if deadline present, follow this reminder schedule, else follow this other reminder schedule"?

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replied on April 9

Could you not capture the Task Creation date into a field (and optionally hide it) and perhaps another field with a formula to determine reminder date (again optionally hiding it). Then if the deadline setting branch executes replace the reminder date field value as appropriate. Then for your reminder schedule use the 'based on a variable option' and select the reminder date field.

This way if the step is skipped you still have a date to work with and only a single reminder goes out.

I would however love to have the ability to set more conditions for reminders.

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replied on April 9

This is what I do for conditional deadlines. Have a default deadline field, an override deadline field, and an actual deadline field. The calculation for the actual deadline is override if override NEQ "", else default. This way the actual deadline is always the actual deadline field and no special conditional handling is needed elsewhere in the process.

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Task reminder after deadline with no deadline

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