Enable Workflow Automation Repetitions

Jonathan Feuer

Hello Smartsheet community. I have created a workflow automation that will email a custom message to the contact(s) in a specified cell. This workflow must initially trigger when:

1. There is a change in a cell, in this case "Lifecycle Status"
2. When two days have elapsed since the cell change.

If the notified user does not complete the associated work, then they should receive a follow-up email daily until they resolve the task. The issue I encountered is that the daily follow-up email is not being generated.

I would appreciate if the community can review my workflow automation and offer feedback on the updates required for it to function as desired. Thank you!

Jason Tarpinian

My initial solution comes with 3 automations, maybe somebody can think of a more efficient way. But I'd set it up like this:

1. Trigger the update request when Lifecycle Status changes to DEVIATION ASSESSMENT
2. Trigger a "Record a Date" automation when Lifecycle Status changes to DEVIATION ASSESSMENT
   1. Create a formula for "Days Since Initial Trigger" =NETDAYS([Triggered Date]@row, TODAY()) - 1
3. Make a custom date trigger for every day with two conditions of when "Days Since Initial Trigger" is greater than 2 and "Requested Update" is not blank.

It might be a bit messier, but that's my first thought. This would also prevent the "Last Modified" date from being triggered on anything else in the row, delaying the 2-day delay automation.

Jonathan Feuer

Hi @Jason Tarpinian,

Thank you for the response, I am trying to put this into effect now but I am having trouble with step #2.

I created the column with the formula you provided, but how would I setup the "Triggered Date" reference? What column would that be pointing to?

Jason Tarpinian

The automation set up would look something like this: