Looking to set Notifications/Reminders beyond the default options

ericsite

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

 

 

Andrée 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

ericsite

That would be terrific.  Please email me at eric@expertfso.com and we can set up a time to talk.

Richard 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 Starå

Hi again Eric,

Have you solved it or do you still need help?

Best,

Andrée