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Workflow alerts

Hello all,

I am new in smartsheet and faced one maybe simple problem while setting workflow alert, which looks like that:

Trigger: When rows are changed

When: "Loading date" changes to Any Value

Condition: Here I want to create condition - if the "Loading date" is in the next 7 days from today and had been moved further (8,9,etc. days from today), then one of the team members would get an alert. Problem is that I can't find right option to choose.

Usually "Loading date" being changed 3-4 times from the start to the end of the project so I want to alert my team only if the date is 7 days from today or closer.

Hopefully my question makes sense.

Thanks!

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Comments

Andrée Starå

Hi Darius,

It sounds like you would need to have a formula on the sheet for it to work.

Would that work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Paul Newcome

You should be able to set this up directly in the workflow... See attached screenshot.

Andrée Starå

Paul,

I don't think that would work as needed. I believe Darius wants to trigger the workflow if the Loading Date is in the next seven days and if it moves past that to over seven days from today.

Best,

Andrée

Paul Newcome

Andree,

Initially I thought the same thing, but then I re-read this portion:

"Usually "Loading date" being changed 3-4 times from the start to the end of the project so I want to alert my team only if the date is 7 days from today or closer."

More specifically the portion about

"... I want to alert my team only if the date is 7 days from today or closer."

Andrée Starå

Paul,

Ahh!

That makes sense! Let's wait for Darius response.

DariusUsk

Andree,

You are correct, this is what I've meant.

Sorry it might be I have not written it clearly

Thanks for trying to help!

Paul Newcome

Andree,

I will defer to you on this one then. Looks like you understood better than I did. Haha

Andrée Starå

Ok.

I read between the lines!

I'll get back to this post later!

Best,

Andrée

Andrée Starå

Paul,

Haha!

Thanks! I read between the lines!

Andrée Starå

Hi Darius,

Let's get this working the way you need. Do you still need help?

DariusUsk

Hi Andree,

Yes, it would be great to get this working

Thanks!

Andrée Starå

Can you maybe share the sheet or a copy of it? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

DariusUsk

Hi Andree,

I just shared the copy of the sheet with you.

Thanks!

Andrée Starå

Excellent!

I'll take a look and get back to you!

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