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Hi,
I need to trigger a 'reminder' to customers when their appointment is 2 weeks out. So if today is June 1st, everyone that has an appointment on June 15th would get a reminder.
Can anyone help with a formula for that?
Thanks!
Absolutely, but I wouldn't use a formula. I would set it up with the help of Alerts & Actions that will send automatic reminders.
Would that work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
Hi, I was thinking that too, but which criteria would I select? I don't think "within the next 15 days" is the right one because that would capture the whole two weeks, right?
Personally, I think Smartsheet reminders are terrible, because of the lack of customization. What I tend to do for items like this is add a (ping) column. Where the formula would be something like
=IF([Column A (ping)]1 - 14 <= TODAY(), "Ping", "")
So this would change the column to Ping 14 days prior. Then I make a Alert & Notification for when [Column A (ping)] changes to "Ping" that you can customize the email subject line, which columns will show up in the email, and I think it just looks prettier.
You would set the reminder to send to (contact column of choice) 14 days before (your date column of choice).
Jasons suggestion is also one I use and often with a helper column to change the date for the alert or reminder to trigger a specific amount of days before/after when the task needs to have that flexibility. The right choice depends on the use case.
Reminders are great, but alerts are better if you need to customize and need other options.
Andrée
You can set up an alert to remind people 14 days before the due date.
Choose Alerts and Actions > Set a Reminder
Then you can choose what contact column gets reminded and a time frame of up to 14 days before and 14 days after.
I usually set up a reminder column with the following IF statement
=IF(status@row ="Complete", "Complete", [DueDate]@row)
Then I put the reminder based on the reminder column. That way when the task is complete it won't send a reminder.
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This discussion was created from comments split from: Generate documents from row data.
