Looking for a way to send an automated email when using formula with TODAY()

Rebecca Ou

Hi, 

I create a invoice register and would like to send out a reminder to manager for approval if there is no action by the manger after 2 days the invoice is raised.

I set up a column called "Date pending for approval" with a formula "IF(OR([Approval Status]1 = "Submitted", ISBLANK([Approval Status]1)), TODAY() - DATEONLY(Created1), 0)".

Just wondering how can I set up the reminder/notification to the manager?

Given that the formula is using TODAY(), will the formula calculated automatically everyday and send out reminder/notification automatically without I log into Smartsheet?

Thanks for any help!

Rebecca

Shaine Greenwood

Hi Rebecca,

The TODAY() function (or any function in Smartsheet) won't automatically calculate updated values until you open and save the sheet. You'll need to that every day. (There currently isn't a workaround for this.) 

You might use a date column that calculates your reminder date based off of another date (for instance, if you track the date the invoice is raised in a column). You can create another date column and use a formula like the following:

=IF(OR([Approval Status]1 = "Submitted", ISBLANK([Approval Status]1)), Created1 + 2)

This will add 2 days to your Created date column.

You can then create a reminder based off of your new date column. More on reminders can be found in the help center: https://help.smartsheet.com/articles/542913-using-reminders