Auto-populating dates
I have several categories in my 'Status' column. (Sprint Backlog, Planning, In Progress, In Review, Changes, Print Files Ready, Print Req Sent, With Printing Services, Complete, Blocked) I would like to have a date automatically populate when the Status becomes 'In Review'. Then, once that date is populated, and if the status is still 'In Review' after 20 days, I'd like to have an automatic email sent to the contact person in the column 'email'.
I've already asked Smartsheet support, and unfortunately it seems that there isn't an automatic work around other than manually entering the date and then creating a workflow to be alerted 20 days after that date if status is still 'In Review'. That could work, but I currently have over 60 separate projects 'In Review'. Projects that might have just been put there or that have been sitting there for 20 days or more that the client just forgot about.
Does anyone have a work around suggestion?
Thanks,
Cheryl
Comments
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Hi Cheryl,
It sounds like the third-party solution called Zapier would be an excellent option for this scenario. Is that an option for you?
Have a fantastic week!
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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Andree,
It doesn't seem like Zapier can do this. Am I missing something? I can't even get it to automatically pull in a date when a status is changed.
thanks,
-
Amber,
How did it go?
It can, but it's relatively advanced to set it up.
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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