Reminders for Approvals
I am working on an Approval Process workflow and I would like to have Reminder(s) generated by the system after 2 days if the manager(s) did not approve the request yet.
I have the 'Sent' status and I am planning to use the 'last modified' to trigger it. What would be the best way ?
Thank you in advance.
Answers
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A helper column that calculates TODAY()-LastModified. Trigger when that column is greater than 2.
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I hope you're well and safe!
To add to James's excellent advice/answer.
You could also use the record a date feature to register the date the Approval was started and use that for the reminder.
Would that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
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 Guys !
Great quick replies. I will explore this week. All the best.
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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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