Alert Someone with Past Due items with Filter

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dlreed13
dlreed13 ✭✭✭
edited 04/26/21 in Formulas and Functions

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

dreed@zeevogroup.comzeevogroup.com

Answers

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
    Options

    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.

    PMP Certified

    bassam.khalil2009@gmail.com

    ☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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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

    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!

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