create past due date workflow

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working in workflow to create past due notification in daily basis if date cross completion date.. if current date cross completion date then mail alert will send in daily basis... please help ...


Answers

  • Marta Lewis
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    If I understand correctly, @Yashwant Singh, you don't need the Current Date and Date Count columns.

    Simply create a new workflow in the Automation pane, title your workflow 'Overdue Task notification' or similar. Choose the 'When a date is reached' trigger and select the Completion Date column as the Date field. Run once 1 day after; you can even fine-tune the delivery time.

    Beyond crossing the Completion Date, you can add conditions such as:

    • Send the notification only if a Status column is NOT marked complete

    You can notify someone in a Contact List cell on that row OR someone else that is shared to the sheet, such as a manager.

    Clicking on the ? mark in the Automation pane will take you to helpful tutorials/videos.

    I hope this helps.

  • Yashwant Singh
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    thanks for your response... but need daily based alert... day after 1 ,2 ,3 ,4 ,5, 6,7, ......etc

  • Sean Morgan
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    Hello Yashwant,

    You may want to use "When a date is reached" trigger to send an Alert daily.

    Within the workflow builder, with the date trigger chosen, you can select "Run Once", and then select Custom. Here it allows you to set a recurrence for the Alert. please see my below screenshot:

    See more on this here: https://help.smartsheet.com/learning-track/smartsheet-intermediate/alerts-reminders

    Please reach out if you have any questions

    Kindest Regards

    Sean

  • KathyL
    KathyL ✭✭
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    Hi Sean,


    I followed your directions using the custom field but it says the starting date is fixed. What if i want the first trigger date to be a column date and then have an overdue task be notified everyday after the "column date"?


    Thanks!

    Kathy

  • Genevieve P.
    Genevieve P. Employee Admin
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    Hi @KathyL

    I would create 2 separate workflows: one that is triggered by the exact date in the cell, and another one that is triggered one day after that date (with a Condition Block identifying other criteria).

    Cheers,

    Genevieve