Alert Someone with Past Due items with Filter
I have a SS that I alert all on Mondays of what items that are assigned to them that are past due. When they click the "Open Update Form", I would like the filter of "Past Due Items" to automatically show them only the past due items. Can this be done, and if so, how?
Thank you,
David
David L. Reed
Finance Transformation / SOX Advisor
Zeevo Group LLC
701 Fifth Avenue; Floor 42, Seattle, WA 98104 USA
Mobile: +1 253 250 5259
Answers
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Hi @dlreed13
Hope you are fine, Please add a copy of your sheet or a screenshot (after removing or replacing any sensitive information). This will make it easier for me to provide the appropriate answer to your question.
bassam.khalil2009@gmail.com
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Hi @dlreed13
I hope you're well and safe!
Not sure I follow.
Do you want to only send Update Requests for the past due items?
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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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