Alerts based on conditions

Gabriel Park

I want to set up alerts to specific users for this scenario.

There is a column called Termination Date which is the date the user has been terminated. From that Termination Date, the admins must disable the user from a application and input the date once the user has been officially disabled - that column is called Application Disabled Date.

The admin must disable the user within a 10 day window from the Termination Date, so if the Application Disabled Date is blank after 8 days of the Termination Date, i want Smartsheet to shoot off an alert and everyday until the 10th day as long as the Application Disabled Date is blank. Once a date is inputted in the 10 Day window, there will be no alerts. Can someone please assist?

Andrée Starå

Hi Gabriel,

We’d use the Trigger: When a date is reached and then select the date field for the Termination Date and select that it should trigger after one week and with the condition that the Disabled Date is blank.

We’d need to add another one for it to be recurring until it’s complete.

To add: We could also use a so-called helper column in the sheet instead and base the workflow on that.

The best method depends on the specifics of your process.

What do you think?

Make sense?

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Paul Newcome

I personally would create a date type column called something along the lines of [Alert Date]. Then you could use a formula such as

=IF(ISBLANK([Application Disabled Date]@row), [Termination Date]@row + 7)

This will output a date for any row where the [Application Disabled Date] is blank, and the date output will be 7 days after the [Termination Date].

Then you can set up your Alert (or even Update Request) to be send based on when the date in this new column is in the past.

Gabriel Park

Hi Paul - I am getting Incorrect Argument with your formula.

Gabriel Park

Hi Andree,

Thanks for feedback. Regarding this comment, We’d need to add another one for it to be recurring until it’s complete.

Do we need to create a new trigger? I am having trouble how I can do a recurrence after 8th, 9th, 10th day.

Also - regarding the helper column, do you mind elaborating please?

Paul Newcome

Can you copy/paste the exact formula from your sheet that is giving the error. I have double and triple checked the formula I provided, and the syntax should be working.

Andrée Starå

@Gabriel Park

Re. Another one, I mixed it up! Time for more coffee! ;) Sorry about that!

The helper column would be the best method as I see it.

With the helper we would trigger from that date and then every day until the Date Delivered is filled in.

Make sense?

Gabriel Park

Hi Paul,

Here is the exact formula: =IF(ISBLANK([Application Disabled Date]1, [Employee Termination Date]1 + 7)

Getting #INCORRECT ARGUMENT

Paul Newcome

You are missing a closing parenthesis to close off the ISBLANK function.

=IF(ISBLANK([Application Disabled Date]1), [Employee Termination Date]1 + 7)

Gabriel Park

That was it Paul! Thanks!

Last question - How do I set an alert every day after 7th day until the 10th Day?

Paul Newcome

@Gabriel Park I was meaning to set it up to start after the 7th day and continue indefinitely until the [Application Disabled Date] was filled in. That way even on day 11 it is sent out, but will stop once the date is entered.