Question

Hey all,

I'd like to set up triggers on my sheet that would follow a claim throughout its lifecycle. The alerts I would like are if the contact date is empty once it's 2 days past received by date, if inspection date is blank once it's 7 days past the contact date, etc.

I was thinking of creating helper columns that would be the received by date plus 2 days, and once the contact column is greater than the helper column, then it would trigger some kind of conditional formatting. I think this would work, but it would require me to make 4 or 5 helper columns, so I was curious to see if there's another way to approach this that's less complicated? Here's the sheet published with all sensitive data removed. https://publish.smartsheet.com/f0c1998e5903481dbdc040d44e2c7b31

Thanks!!

Edit: I was thinking of a formula along these lines, but there's a mistake somewhere in it. I'm still learning Smartsheets

=IF(OR(ISBLANK([Claim - First Contact On]@row), [Claim - First Contact On]@row > [Claim - Received On]@row + 2, "Alert", ""))

Jeff Reisman · Accepted Answer

@murphyspccms

Here's the automation trigger setting. Use When a date is reached,  select the date field, and click the down arrow next to "on" to schedule it for a certain number of days before or after the value in that date field.

The values range from 1-6 days before/after, 1-4 weeks before/after, 30, 60, 90, 180, 365 days before/after. Then set the time of day the alert should go out. It's usually sent with about 2-3 minutes of that time.

Use the Condition block below the trigger to specify other column values that need to be in place for the alert to be triggered.