Automation to email if form is not submitted by EOW.
Hi all,
I currently have a weekly report "drop box" that is fed by a form. I have an automation set up that when a construction manager submits a weekly report, an email automatically goes out to their individual manager (RCM). I'm trying to set up the converse of this with an automation tool that emails an RCM if a CM has not submitted their weekly report by midnight Friday.
The current columns I have are: Project, CM, RCM, (file drop), and a submission date.
Any assistance would be greatly appreciated!
Answers
-
I would use something like a Record Date automation with the same criteria as the automatic email that gets sent to the RCM to populate the "Submission Date" field.
You can then build a new automation to run midnight on Friday and filter it for any rows where "Submission Date" is not a date.
School of Sheets (Smartsheet Partner)
If my answer helped please accept and react w/💡Insightful, ⬆️ Vote Up, ❤️Awesome!
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.6K Get Help
- 433 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.9K Ideas & Feature Requests
- 143 Brandfolder
- 147 Just for fun
- 63 Community Job Board
- 466 Show & Tell
- 32 Member Spotlight
- 2 SmartStories
- 298 Events
- 36 Webinars
- 7.3K Forum Archives