Capturing multiple statuses, reminders for recurring tasks, form
Hello SmartSheet community, perhaps someone can give me ideas on how best to set up the following:
I have 30 customers and 30 different reps (one for each customer) who need to provide a status on that customer on a regular basis, at least once every two weeks.
- Use a simple form to collect the data, which is published through our intranet
- Send an email reminder every two weeks based on the last update, only if the user has not completed the task of providing the status
- Have a new entry per customer per 2 weeks. I.e. need to be able to look back at previous statuses
- Display the data collected in two charts which automatically update using the last two week's entries: 1-per customer, 2-overall
Can I use smartsheet to perform these tasks? If so, please educate me. I have created a form with drop downs for customers and reps but the rest does not seem to be a functionality I can easily create. I've read about conditional formatting, IF statements and some other variables but none seem to let me do exactly what I need. Should I create a form per customer, would that help establish the tasks and the recurring reminders?
Thanks in advance.
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