Automated WorkFlows

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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?

Answers

  • Mark Cronk
    Mark Cronk ✭✭✭✭✭✭
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    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


    I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.

  • IsaiahT
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    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
    Andrée Starå ✭✭✭✭✭✭
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    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

    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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