Sign in to join the conversation:
Kia ora everyone,
Couldn't find anything relating to this question, but feel it can't be the first time asked :-)
I'd like to have an alert on a date column, so that 30 days prior to that date we are notified.
Is this possible?
Thanks,
Brendon
Hi Brendon,
You can set this up in the "Alerts & Actions" menu --> "Set a reminder", but there are only settings for max 14 days before so what I usually do is that I add a column that specifies how many days before that I want the reminder to trigger and then in the date column I add a formula like the one below. Keep in mind that this will count all days.
=[Date Column]@row - [Days before reminder Column]@row
More info: https://help.smartsheet.com/articles/542913-using-reminders
I hope this helps you!
Best,
Andrée Starå - Workflow Consultant @ Get Done
I learned something (kia ora)
Craig
Ngā mihi nui Andrée,
Trying your solution, I must be doing something wrong? I have tried without the brackets, and also tried 'Reminder Date' as a text field and a date field. (Exp is a date field)
Screenshot here
goo.gl/QgVW1f
Your link does not work.
It may not be clear, but Andrée's solution:
=[Date Column]@row - [Days before reminder]@row
requires TWO new columns. One that houses the Date (a Date type column, used in the Alert) and the [Days before reminder] which is a Text/Number type column with the number of days (30 in your stated case)
This is (I assume) for flexibility if some tasks are 30 days, some 45 and so on.
You could also change the formula to
=[Date Column]@row - 30
and skip the second column entirely.
Maybe that helps? I had to reread his answer to get that too.
Did you get it working?
Andrée
Hi, I have been struggling for awhile that the contact list in a sheet, including automation, doesn't sync with My Smartsheet Contact list…how do I edit the contact list in a sheet? TY
My company is new to Smartsheet - we have been using it for about 2 months. The person who initially set it all up for us has since left the company and his account has been deleted from smartsheet. However as his name is still present at the top of the workspaces I guess that means he is still the listed owner of the…
Hi All I have created a support request form and sheet to allow functions to request support from my team. When a request comes in, it is assigned a unique support ID number. I then assign the request to a member of the team vias drop down. I have added an automation to message the requester when a team member has been…
