trigger for alerts & actions

janet p

Is the only way to create an notification or reminder if a row is added/changed or deleted or some combination thereof?  What if I just want to send notifications anytime a task (row) is within a certain due date?  Maybe the sheet or rows have no need to be updated?  What would the trigger be?

Mike Wilday

You can use any date field to trigger an alert and set up a schedule to fire off that email according to a set number of days before/after (Smartsheet gives you a number of different options).

I've also set up IF statements on a new date field to check the number of days until the due date and have it publish a reminder date that will change as it gets closer to the actual due date.

Here's more information about setting up alerts and reminders: https://help.smartsheet.com/articles/2476191-automate-your-work-alerts-actions