Automatic Reminders

Donna T

I am a little confused and unsure if I am configuring this feature correctly. I have a Smartsheet with a Contact, Status, and Entry Date columns. My goal is to have a reminder automatically sent, beginning on Entry Date, and then every three days thereafter, if the Status=In Progress to the Contact listed the column.

1. Do I have this configured correctly?
2. Will the automation look at earlier (back to 1/1/20) and send reminders for those still "In Progress?"
3. Is there a way to trigger a workflow like this manually, so that I can test?

Thank you for your help. The community has been so helpful!

Mary_A

@Donna T You should use a Custom for setting up how often:

1. ^^ try that.
2. Yes, the automation runs against all the rows every three days.
3. So, if the sheet is already in use for a project, you might want to make a copy and test with that instead. In your sheet copy, add your name to Contact column. Then, setup a more frequent time hourly and wait for it to run.

Donna T

Thank for detailed graphic confirming I had it correct. Much appreciated!

Mary_A

@Donna T You should use a Custom for setting up how often:

1. ^^ try that.
2. Yes, the automation runs against all the rows every three days.
3. So, if the sheet is already in use for a project, you might want to make a copy and test with that instead. In your sheet copy, add your name to Contact column. Then, setup a more frequent time hourly and wait for it to run.

Donna T

Thank for detailed graphic confirming I had it correct. Much appreciated!