Notification on Formula or On Status
It appears that it is not possible to send a notification based on a formula if the sheet has not been opened/saved. Is there a work around within Smartsheet?
Is it possible to send a notification every day on any rows that have a particular status (e.g., Open)? It seems there is no trigger (no row change/add).
TIA
Best Answers
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Hi @ker9,
Only formulas containing the TODAY function require certain actions before the function updates to the current date. See out help center article on the TODAY function for more information: https://help.smartsheet.com/function/today
Also, you could follow the steps below to create a daily reminder for "open" tasks:
- Change the trigger to "When a data is reached"
- Select "Run once" and then select "Custom..."
- Change the customer recurrence to "Repeat every 1 Day"
- Select Done
- Add a condition: Where Status is Open
If needed, more information on time-based automated workflows can be found here: https://help.smartsheet.com/learning-track/smartsheet-intermediate/alerts-reminders
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HERE is a thread that has some good information and screenshots on @Alejandra's solution. In this thread, the trigger is set up exactly how Alejandra suggests. The only change you would need to make would be using the above suggested condition of the Status vs the thread is working off of a checkbox.
The thread also contains some information on how to make the TODAY() function work without having to actually open the sheet as there are a few different options. Basically the sheet just needs to be "activated" and not necessarily opened.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Answers
-
Hi @ker9,
Only formulas containing the TODAY function require certain actions before the function updates to the current date. See out help center article on the TODAY function for more information: https://help.smartsheet.com/function/today
Also, you could follow the steps below to create a daily reminder for "open" tasks:
- Change the trigger to "When a data is reached"
- Select "Run once" and then select "Custom..."
- Change the customer recurrence to "Repeat every 1 Day"
- Select Done
- Add a condition: Where Status is Open
If needed, more information on time-based automated workflows can be found here: https://help.smartsheet.com/learning-track/smartsheet-intermediate/alerts-reminders
-
HERE is a thread that has some good information and screenshots on @Alejandra's solution. In this thread, the trigger is set up exactly how Alejandra suggests. The only change you would need to make would be using the above suggested condition of the Status vs the thread is working off of a checkbox.
The thread also contains some information on how to make the TODAY() function work without having to actually open the sheet as there are a few different options. Basically the sheet just needs to be "activated" and not necessarily opened.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Very helpful - thank you both!!
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Happy to help! 👍️
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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