Workflow and/or Formula for tallying daily asset inspection issues

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afarabaugh
afarabaugh ✭✭✭
edited 03/17/23 in Formulas and Functions

We have daily asset inspections that are submitted via a form and I'd like to:

Create a daily Workflow that will send only the assets that had an inspection issue on that date, as well as the issue description. (Columns are: Asset, inspection yes/no questions, and description of issue) . Rows are each date an asset inspection is logged and yes/no responses, as well as description of issues.

Answers

  • red1998
    red1998 ✭✭
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    Hello! I think you would want to set up a notification automation and change the trigger to inspection date. The criteria would be if the description of issue is not blank.

  • afarabaugh
    afarabaugh ✭✭✭
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    Probably better if I include a screenshot. I'm terrible at explaining these things. :)

    I want to create a daily workflow for the assets that were inspected the current day, and when an issue is indicated (by the "Not OK" answer choice) for the asset, I want to include the text from the "Describe the issue" columns across the sheet. Each asset has 2 questions: An "OK/Not OK" multiple choice answer and a "Describe the issue". I don't wish for any of the answers choices that are "OK" to be included.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @afarabaugh

    I hope you're well and safe!

    You could add a Report that shows what you like and include the link in an Alert that triggers if anything is Not OK.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • afarabaugh
    afarabaugh ✭✭✭
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    Thanks for replying, Andree! I'd like to try that. I'm not familiar with reports yet, but I'm going to give that a shot right now. I'll update how that works out for me. :)

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @afarabaugh

    Excellent!

    Happy to help!

    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

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