Here is a way to create reminders for Proof reviewers. This solution will:
- Send a reminder 5 days after the initial invite, if no one has responded to a Proof review request.
- Send a reminder 5 days after the last reminder, if no one has responded to a Proof review.
- Reset when a new Proof version is created.
Some useful modifications include:
- Reminding any one who has not responded to a Proof review request.
- Changing the reminder frequency for urgent Proofs or conditions.
To create this solution, follow these steps:
- Create the Proof Info columns. These will reveal information such as who has responded, whose response is pending, and status of the proof.
- Create these columns
- Invite sent date.
- Date column.
- Will be filled with automation when invites are sent.
- Workdays since invite sent.
- Formula
- =IF([Invite sent date]@row = "", "", NETWORKDAY([Invite sent date]@row, TODAY()) - 1)
- Send proof review reminder.
- Trigger to send reminder notification. In this case the reminded is sent after 5 days if no one has responded.
- Formula
- =IF(AND([Workdays since invite sent]@row >= 5, [Contract draft status]@row = "In Review", OR([Workdays since reminder sent]@row = "", [Workdays since reminder sent]@row >= 5)), "Yes", "No")
- Last reminder sent.
- Date column.
- Will be filled with automation when a reminder is sent.
- Workdays since reminder sent.
- Formula
- =IF([Last reminder sent]@row = "", "", NETWORKDAY([Last reminder sent]@row, TODAY()) - 1)
- Create two automations
I hope this helps.
Neil Egsgard
Business Solutions Architect
Southern Alberta Institute of Technology