Automated Workflow Notifications
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.
Best Answer
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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?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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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
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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?
-
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?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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