Filter - Automation

I have a Sheet with over 100 rows of projects. I have a Status Column and a Date Column.

I want to create an automation where every Monday someone gets emailed the list of rows that the Status is "Completed" and the Date within the last 7 days.

I figured out how to add that automation, how to add the filter - but is there a way the person the automation alert is sent to ONLY sees the sheet with the filter on? I only want them to see the rows that are marked complete with in the last 7 days.

I tried to do it creating a report with the criteria but I don't think you can create automation off a report.

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Accepted answers

Andrée Starå

https://community.smartsheet.com/discussion/141830/filter-automation

Hi,

I hope you're well and safe!

I'd recommend seeing if you could make the report work and set up a recurring send-out of it each Monday instead.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD

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Andrée Starå

https://community.smartsheet.com/discussion/141830/filter-automation

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