Automation to email if form is not submitted by EOW.

griffong
griffong
edited 08/01/24 in Smartsheet Basics

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

  • SoS | Dan Palenchar
    SoS | Dan Palenchar ✭✭✭✭✭✭

    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!