Relative Due Date Triggers

The Date has expired trigger runs relative to each record’s date. Use it for the default due date or a custom date field.

Set the trigger at expiration or a specified number of minutes, hours, days, or weeks before or after expiration.

Create a Relative Date Automation

1. Open the workspace’s Automations list.
2. Select Create Automation > Event Automation.
3. In When, select Date has expired.
4. Under Date field, select Due date (default) or a custom date field.
5. Under When to trigger, select at expiration, before expiration, or after expiration.
6. For a before or after trigger, enter an offset and select minutes, hours, days, or weeks.
7. To exclude completed records, select Restrict to incomplete records.
8. Add one or more actions in Then.
9. Select Create Automation.

Examples

• One day before the due date: Send a reminder email to the assignee.
• At expiration: Add a Due today tag.
• Three days after the due date: Add a manager as an assignee and add an Escalated tag.
• One week before a custom Renewal date: Copy the record to a follow-up workspace.

Behavior

• Blue schedules the automation separately for each record and selected date field.
• If the date changes before the scheduled time, Blue replaces the pending time with the new time.
• Records without a value in the selected date field do not start the automation.
• Completed records remain eligible unless you select Restrict to incomplete records.
• For an all-day date, expiration occurs after the due day. Before-expiration offsets use the end of the due day.