Reminders

Reminders

edited 12/09/19 in Using Smartsheet

I am trying to create a workflow reminder, I want it to run weekly one week after a due date and to repeat until conditions have been met. Any Ideas?? I see that you can create a weekly reminder but you have to choose a date and I want it to be based off a due date.

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  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Mandy,

    You could use a so-called helper column to make it work. It could also be possible to do it with conditions in the Automation but not sure.

    Would that work?

    Hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Possibly a helper column would help I will look into that thank you so much for your help

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Excellent!

    Happy to help!

    Let me know if you have any questions!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Good Afternoon,

    I am working on the helper column and I am struggling a little with this. The formulas are a little different than excel. What I want is if today's date is 1 week greater than the date in cell a and Cell B is blank then to check cell C. Does this make sense? 

     

    Thank you,

    Mandy

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to help!

    Try something like this.

    =IF(AND([email protected] = TODAY(-7); ISBLANK([email protected])); 1)

    The same version but with the below changes for your and others convenience.

    =IF(AND([email protected] = TODAY(-7), ISBLANK([email protected])), 1)

    Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.

    Did it work?

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Good Morning, 

    This formula did work and I thank you very much for your help but I do have another question. If it is 8 days past the due date it will not keep that box checked any longer. Is there a way I can adjust that formula so anything 7 or more days past due the box will stay checked? 

    Thank you again,

    Mandy

  • This worked perfect I just changed = to < and it is all set thank you so much for all your help!

     

    Mandy

  • Okay so I did run into a problem with this. If my due date cell is blank it is still checking the helper column? I used < TODAY(-7) because I need to send alerts for anything 7 days or more past due. Can you help?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Excellent!

    Happy to help!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Ok.

    Try something like this.

    =IF(ISBLANK([email protected]); ""; IF(AND([email protected] = TODAY(-7); ISBLANK([email protected])); 1))

    The same version but with the below changes for your and others convenience.

    =IF(ISBLANK([email protected]), "", IF(AND([email protected] = TODAY(-7), ISBLANK([email protected])), 1))

    Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.

    Did it work?

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Thank you so much that is perfect and did exactly what I needed it to. 

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Excellent!

    I'm always happy to help!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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