Looking to set Notifications/Reminders beyond the default options

01/30/18 Edited 12/09/19

Hello - I'm a bit new to Smartsheet but loving it so far.  I have a few columns with dates that I would like email notifications or reminders set up when the following conditions occur:

1 year anniversary from date in cell

5 years, 9 months after date in cell, IF another cell has a certain value

9 years, 9 months after date in cell,  IF another cell has a certain value

Is something like this possible?  Does anyone do paid consulting to create a script or formula that I could hire?

Thanks

Eric

 

 

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Eric,

    This is absolutely possible!

    I'd happily work with you and help you with setting up a solution but I need some more information to see what would work best for your particular situation.

    If you'd like we can book a time for a free discovery call and take it from there. How does that sound?

    Have a fantastic day! 

    Best,

    Andrée Starå - Workflow Consultant / Get Done

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • That would be terrific.  Please email me at [email protected] and we can set up a time to talk.

  • Richard Rymill SBPRichard Rymill SBP ✭✭✭✭✭

    Eric

    My colleagues and I offer this service and have experience across 100's of Smartsheet clients, plus we have consultants located in the USA like Craig Williams, the top contributor, as well as the UK.

    If you just want occasional advice and some formula training we can do that on an ad hoc basis, or if you prefer us to help you design some really smart workflows we do all of that. 

    Happy to offer a free initial consultation. 

    Regards

    RichardR 

    Smarter Business Processes.com  

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi again Eric,

    Have you solved it or do you still need help?

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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