I created and automation but I am not sure why it didn't work?

LaneyC

Hi, I set up an automation for email reminders for 7 days before a due date is reached. I set up a test column but did not get the reminder and am not sure what I am doing wrong. I don't always have smartsheets open — will it still run? Attached photos showing the automation I set up.

My goal is to get auto email reminders 7 days before the due date for creating an invoice. Thanks!

Daniel Miller PMP

Looking at the sheet, the workflow you setup looks correct however you may not have any which meet the criteria. If you can, add a test data sample with the dates that will trigger the notification and then you will know for sure if it's just that nothing is currently within that 2-week range or if you set the workflow incorrectly.

SmartsheetGoddess

Hi!

It looks like you need to tell it when to start. For example, here's one of my "alert someone" triggers:

I think you have to give it an "active" date range, if that makes sense. I hope this helps!

LaneyC

@SmartsheetGoddess I am not sure if that is an option for this reminder? Or if it is, I am not sure how to do it….

SmartsheetGoddess

Try changing this and see if "custom" gives you better options to make it do what you're wanting.