Reminder alert - can not get to work

Trav25

Hi there hoping someone can help.

I am wanting the alert to trigger 60 days before the date column and to hit a user that is in a contact field (shown above). The -60 is a Net days formula showing me the days before expiry.

Below is how I have set my automation to run - this is not the only solution I have attempted. Just can not seem to get it to work.

Can anyone help??

Trav

AravindGP

Hi Trav,

Your workflow seems to be properly set up. If the user is not getting the email, it could be due to Automation Settings. The default setting is "Restricted", which means that only users who are shared to the sheet will get the notifications. Change it to "Unrestricted" or "Limited".

Andrée Starå

Hi @Trav25

I hope you're well and safe!

Ensure you've checked the Sheet Change Notification Settings box to Include my changes in sheet notifications in your Personal Settings (circle/profile in the lower-left corner). Also, check the Permission setting for the Automation. (cog in the top right corner in the Automation overview)

Did 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!

Trav25

Hi @Andrée Starå,

Thanks for reaching out, both of those settings were enabled to allow access to the notification.

Hmm do you have any other suggestions??

Any advice would be wonderful.

Trav

Andrée Starå

@Trav25

Happy to help!

How are you testing it?

Trav25

Hi @AravindGP,

Thanks for reaching out, the setting you mentioned was already enabled for the use to allow access to the notification.

Thank you anyway

Trav25

Hi @Andrée Starå ,

Currently I have done the following:

1 - changed the date on the row shown on the image to equal 60

2 - changed the time for the automation to fire

3 - deactivated the original automation, and configured a replica

4 - changed the date on different rows to equal 60

5 - Use the 'Run Now' function on the automation

6 - change settings in automation to test all types - e.g. restricted, limited etc

I have not tried another user yet, but trying to avoid that first :)

Trav25

Hi @Andrée Starå , @AravindGP

Thank you both for reaching out.

Trav

Andrée Starå

@Trav25

You're more than welcome!

Try duplicating the Workflow and test again.

If it doesn't work, try changing the trigger to a checkbox or something similar so we can first make sure that it works that way.

Did it work?

Trav25

Hi @Andrée Starå ,

Thanks again for reaching out, checked the automation based upon a checkbox and seems to work okay see screen snippets below.

Looks like this one works - I wonder if it is how the 60 days or less trigger has been configured - is there another way that you would configure the alert?