Automated requests for update

Bob Kernan

I have automation set to request an update for a specific cell if certain criteria is not met and my date field is in the past. I would like this requested to run at predetermined intervals until the criteria is met. For instance, in the sheet below I would like to automation to:

1. Look to see if the "Pitch Outcome" field contains "Undecided"
2. If yes, and the "Follow up date" is "in the past"
3. Trigger an email to the person listed in the "Relationship Owner" field
4. I want the message to trigger at a set interval (daily, weekly etc) until the value in the date filed is change to a future date OR the value in the "Pitch Outcome" field is no longer "Undecided"

The automation copied below works but only for one message and not recurring notifications.

Heather Duff

Hi @Bob Kernan

This recent post may help: https://community.smartsheet.com/discussion/79054/alert-recurrence-that-looks-at-a-date-field-possible#latest

You could use a helper column that calculates the next reminder date (at whatever interval you want - I believe the OP wanted weekly), then set the automations off of that.

Hope this helps!

Heather

Bob Kernan

Heather,

Thanks for sharing. I'm still trying to make this work in my example. But how does this trigger a message to the person who needs to make an update on the sheet?

Heather Duff

@Bob Kernan Once you've got the helper column created, it will calculate the next needed reminder date. You can then create an automation that is triggered by "When a date is reached," based on the date field helper column you created. You can also add conditions (in the purple section of the automation) to filter so that only rows with Undecided and follow-up dates in the past send notifications.

Hope this helps! Let me know if you have other questions.