Email notification if resource assigned within 48 hours of the assignment date

Jolene

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Hello,

I was wondering if there is a way in automation to notify a resource when they have been assigned to a row, and the date is within the next 2 days (within the next 48 hours). I have found an answer on the community page (attached) but I am unable to find those settings in "Automation" or "Conditional Formatting" sections of my sheet. Where do I find "New Rule"? Is that still an available feature?

Ashlee Slaughter

Yes. You can add an automation to notify a contact in a cell when a row is assigned to them.

• Create a workflow from scratch
• Set the trigger to when rows are added or changed and select the cell with the contact to be the cell change that triggers the workflow
• Add a condition and select the field with the date for "where" and then set to "is in the next (days)" and enter 2
• Add an alert and set it to alert a contact in a cell, select the cell with the contact

Ashlee Slaughter

Yes. You can add an automation to notify a contact in a cell when a row is assigned to them.

• Create a workflow from scratch
• Set the trigger to when rows are added or changed and select the cell with the contact to be the cell change that triggers the workflow
• Add a condition and select the field with the date for "where" and then set to "is in the next (days)" and enter 2
• Add an alert and set it to alert a contact in a cell, select the cell with the contact

Jolene

Thank you, Ashlee! This was perfect. I appreciate you taking the time to write this out.

Have a great day!

Ashlee Slaughter

Happy to help!