Send a form once 2 weeks after date shipped
We send samples to our (potential) customers and we want to send a brief update form to the contact in the email to understand the success of the sample.
We want this form to be sent once and 2 weeks after the date shipped.
I tried investigating notification but I can't limit the notice to send once and on changing dates.
Is a workflow possible? Or do we have to have trigger to our email and do it manually?
Thank you
Jackie
Comments
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Hi Jackie,
That workflow is possible!
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)
Hope that helps!
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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You could have a helper column that will add 2 weeks to the shipped date and then set up an update request to send on the date in that helper column.
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thank you!
that is exactly what i did.
thanks to Andree too.
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Happy to help!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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