using dates to send notifications
I am a smartsheet novice.
I have a list of accounts for which I have scheduled dates. Each of these account managers requires a 2 week, and a 48 hour, notice prior to the "scheduled date". How an I set this up?
Answers
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To accommodate the specificity of your reminder date, you can set up a new date column called Reminder and enter the following formula.
=[insert scheduled date column name]@row - 16
Which will give you a date that is 16 days earlier than the scheduled date column. Make sure you insert YOUR scheduled date column name into the formula.
Then create an automation to fire on a specific date - choose your reminder column as the date. and set it up to notify the managers column (assuming you have them assigned in the smartsheet in a contact column.)
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Thank you! so I've gotten that far. I have 5 columns. I assume I then have to set up the action to send an alert to the contact. Using notifcation 1 and 2 (just creating 2 separate workflows)
- account name
- scheduled date
- notification 1
- notification 2
- manager email
what do I do from here....?
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Customize the message (blue link) to send a particular message to the user based on the notification you are sending. :) You can also click on the three-dot menu in the upper-right of alert someone to choose which cells are sent along with the message.
For more on setting up alerts and notifications see:
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You'll also want to select your Manager Email column. Just make sure that your Manager Email column is set up as a contact column (You can right click on the header of that column to see what type of column it is. Change it to a contact column if its just a Text/number column.
For more on contact columns see:
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That you! making it a contacts column was my issue. This was a huge help
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