Need a formula that will send out a reminder if an update has not been received in 7 days
Hi all,
I'm pretty new to smartsheet, so thanking you in advance for any assistance you can provide.
I'm looking for a formula that will send out a reminder if an update request has not been received after 7 days. Here's the scenario.
I have a check column in the sheet. When I check off the cell, it sends and update request to a colleage to approve/decline a request. The update populates a different cell with the response.
What I'm looking for is a formula that sends a reminder if the update response has not been received after 7 days. And which column does this formula go in?
Thanks a bunch!
Barb
Answers
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Hi, I hope you find this use full,
Note: When you are using date formulas your reference columns must be date column
You can use a column with a cycle time count an have an automated workflow that request an update when cycle time change to 7.
=If([OD Approval Status]1<>"","XX",Netdays([Send to OD Director for Approval]1,Today()))
In the XX you can place any text for when status column is not blank
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No I'm sure there is a formula for the check column. I had one on a test sheet that I worked on about 6 months ago (unfortunately I deleted the sheet unwittingly - insert palm-to-forehead face slap here). but I can find the posted question I had seen about it.
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Do you record the date anywhere that you send the initial approval request?
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No it doesn't. When I check off the cell and hit Save, it sends the update request out and requests a response that populates the second cell, but it doesn't record the date.
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Will the row be changed at all after the initial request is sent?
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The only change expected after the initial request is sent, is a response to the initial request that populates the "OD Approval Status" cell. No other changes to the row will happen until that cell is populated.
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Ok. The reason I ask is that we will need some kind of baseline date. Since no other changes are made after you check that initial box, we can use the system generated Modified (date) column. We will add in an extra date column for the trigger and then build your update request off of this second date type column.
The formula in the second date type column would be something along the lines of (assuming it is "Submitted" until it is either "Approved" or "Declined"
=IF([OD Approval Status]@row = "Submitted", DATEONLY(Modified@row) + 7)
Then you would set your trigger for your Update Request to run off of this second date column.
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Thanks Paul, this makes sense (surprizingly - as I'm still trying to wrap my head around this awesome tool!)...will test it out.
Have a great day. Stay safe out there!
Barb
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Happy to help! 👍️
Please don't hesitate to come on back if you need any further assistance getting it set up.
If you are able to get it set up and if it does work, please don't forget to flag the most appropriate response(s) as "helpful". This will let other people searching for a similar solution know that one may be found here.
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