Automatic Reminders
Donna T
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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.
- Do I have this configured correctly?
- Will the automation look at earlier (back to 1/1/20) and send reminders for those still "In Progress?"
- 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!
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Best Answers
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@Donna T You should use a Custom for setting up how often:
- ^^ try that.
- Yes, the automation runs against all the rows every three days.
- 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.
-
Thank for detailed graphic confirming I had it correct. Much appreciated!
Answers
-
@Donna T You should use a Custom for setting up how often:
- ^^ try that.
- Yes, the automation runs against all the rows every three days.
- 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.
-
Thank for detailed graphic confirming I had it correct. Much appreciated!
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