Automated WorkFlows

IsaiahT

I am trying to set up Automated workflows for my Boss, so it will send an email (For example) 5 days after a date in a column. More or less Follow ups, and also ones to remind me Due dates are coming up.

Here's what i tried so far.

When Rows are added or changed.... when Column X changes to "any Value", where Column X is in the last 5 days - Alert someone.

The problem i'm having is it sends out an Alert the day after. How can i fix this?

Mark Cronk

Hi @IsaiahT ,

Set the trigger to a custom rather than a row change. Have it run daily, if you want reminders that often. Set the action to send reminder. Set the criteria to select rows that you want reproted, e.g. Column X is in the past, or Column X is 3 days in the future.

Use the row add or change trigger if you want the action taken when something changes. Use custom and and a frequency if you need it to run even when there isn't a change.

Is that what you needed?

Mark

IsaiahT

Hi Mark, Thanks for responding so fast. Here's an example....

Having actual dates in the Workflow won't work, because the birthday and called column will all be variable. And I only want the e-mail reminders when those conditions have happened.

Andrée Starå

Hi @IsaiahT

Change the trigger to be date based (When a date is reached) instead so it triggers five days after.

Did that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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