Automated Workflow Notifications

Lila De Vera

Hi everyone,

I've created a sheet with multiple points to send a notification based on the date. Several columns are irrelevant to our work and are used simply to send a notification (i.e, if a checkbox is marked because month date and year is equal to today) then it sends people a notification. These reminders are sent at very irregular dates based on reporting frequency etc, that's why I had to build it this way.

My question is, for the notification to be sent do the columns need to be "un-hidden"? I set up a test for this morning and did not receive any notifications, UNTIL, I went to the page and unhid the columns. although I am not entirely sure It was because I opened smartsheet, refreshed smartsheet, or unhid the columns.

Thanks.

Andrée Starå

@Lila De Vera

Happy to help!

Yes, the sheet has to "updated" each day or as needed when you use the TODAY function.

There are a couple of ways to automate it.

The simplest method would be to have an automated update request sent daily for you to update a value in the sheet.

Make sense?

Would that work/help?

Andrée Starå

Hi @Lila De Vera

The notifications aren't affected by if the columns are hidden or not.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Lila De Vera

Thank you @Andrée Starå , I use the following formula to check a box:

=IF(AND([Reporting Frequency]@row = "Quarterly", MONTH(TODAY()) = MONTH([Quarterly Automation Q1]@row), DAY(TODAY()) = DAY([Quarterly Automation Q1]@row), YEAR(TODAY()) = YEAR([Quarterly Automation Q1]@row)), 1, 0)

Does this require me to refresh the Smartsheet's page everyday for the automation to be sent out?

Andrée Starå

@Lila De Vera

Happy to help!

Yes, the sheet has to "updated" each day or as needed when you use the TODAY function.

There are a couple of ways to automate it.

The simplest method would be to have an automated update request sent daily for you to update a value in the sheet.

Make sense?

Would that work/help?