Creating a Birthday Tracker

Question

Trying to create an HR tracker for birthdays from Custom Field birthday. This date is always in the past by variable years and I'm trying to auto-populate cards which generate alerts for due dates tied to these dates: [Joe's] birthday is seven days away.

I've realized I need a separate list which generates with a due date set off the custom field "Birthday" because automations only cue from due dates, not custom fields. But based on that, I've tried brute forcing iteration, which caps out at four cycles (a date set in 1990 will move forward one year per cycle until 1994). The elegant solution is to use date math to cover:

When due date set in past greater than {yeardaynumber} days ago, move due date by {{{cardstartdateyear}*12}-{{year}*12}} months

Since I can't use years, I'm stuck with months. However; I'm getting CANT_PARSE_COMMAND. Any help on what I've got wrong in my logic or syntax? Or advice?

This covers half the equation but if I can figure this side out, I can cover the other half (due date between beginning of current year and current date, moving the date to next year).

Thanks!

Carolina Lopez_rbdu5v · Answer

You can copy and paste the Custom Field name. As the option is originally made to use with fields other than date, the date Custom Fields are not listed. However, if you fill in the Custom Field name manually, it should work.

Let me know how it goes!

Melanie Sutton · Answer

Here is a Screen recording of my attempt. I can't figure out what I am doing wrong. Any insight is appreciated :)

Carolina Lopez_rbdu5v · Answer

Hi Melanie,

Thanks for sending your question. I just tested it to confirm, and it works. Both Custom Fields were created as date fields.
I recorded a quick GIF video to show the rules in action.

Do you have any error messages while trying to create the rules? If so, could you please send them here?