![]() If the "Reminder" date field is now or past now, then it will display the string" Trigger Reminder" in the formula field for that record. If there is a date in that reminder field then it will check whether the current date/time is equal to or past NOW(). This formula checks to see if there is a date/time entered in the reminder field. Add a new formula field, name the field Trigger Reminder, and copy and paste the formula below into the formula field. The next step is to add a short formula that will compare the current time (localized to your device) with the date and time entered in the reminder field. For this example, we'll toggle on the option to include a time field. With every date field, you have the option to use just a date or to optionally use a specific time. We'll then select the date field type and name the field Reminder. The first step is to use a date field - we'll create a new one by clicking the + icon to the right of the existing fields. This article showcases the "When a record matches conditions" trigger, and one of our Google Workspace actions that "Send an Email" via a connected Gmail account. For the examples used in this article, we are using our Project Tracker template found here in our template gallery. This article walks through how to set one up using automations. ![]() ![]() There are numerous situations where setting a reminder can be helpful. ![]()
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