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
I have a monthly report I send out that has a long list of recipients. I know I can edit the recurrence of it being sent, but does anyone know of an easy way to just add or take out people that get my email without having to recreate the whole thing?
We would like to allow conference attendees to check themselves in using tablets at the conference center. I know there is a "find in sheet" magnifying glass in table view, but it is not super obvious, especially for non-Smartsheet users. Is there a better way for them to easily find their row among all the attendees so…
Greetings- I have a automation setup when I select the "status" column drop-down to "completed" I want the row info to be emailed to the contact to submitted it with a follow up then I want it to archive the row (aka move to another sheet). When I run the automation only 1 of the 2 requests happen. The archive happens…
