Can you send one update request based on a contact and not individual rows?
I have a master data sheet that houses different projects lists. I'd like to send an update request to the project lead anytime a row has not been modified within 14-days. However, if there are multiple rows that meet that criteria when the automation is triggered I would like for it to only send 1-email and not 1-per project. Some project leads have 20+ projects. Is there a way to do this?
Best Answer
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Chelsea,
I could be wrong, but I believe that if you schedule the automation regularly (let's say daily at 10:00 AM, or every Thursday at 4:00 PM, etc.) instead of "when triggered", then add a condition that the modified date is not within the last 14 days, that should do the trick. See screenshot below.
Best,
Heather
Answers
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I hope you're well and safe!
Are all the projects in one sheet?
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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@Andrée Starå , yes all of the projects are in one sheet.
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Chelsea,
I could be wrong, but I believe that if you schedule the automation regularly (let's say daily at 10:00 AM, or every Thursday at 4:00 PM, etc.) instead of "when triggered", then add a condition that the modified date is not within the last 14 days, that should do the trick. See screenshot below.
Best,
Heather
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Thank you @Heather Duff! I will give it a try.
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@Heather Duff this worked. Thank you!
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Glad it worked! Have a great weekend.
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I saw that Heather answered already!
Let me know if I can help with anything else!
Best,
Andrée
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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