Start Date / Alert Someone
I know I am over thinking this but I am trying to figure out 2 week look out.
Lets say Start date 7/20/21 and I want Smartsheet to give me an alert 2 weeks before. What is the correct set up in Smartsheet?
Answers
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Try setting it to run based on the date field and then set the condition to be when that date field is in the next 14 days.
If that doesn't work, I usually insert a date column and then use a formula to populate the date I want the automation to run on then set it to trigger based on this new date column. In your case the formula would be
=[Start Date] - 14
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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In the Trigger, do I put it at "2 weeks before"? Also, what do I set in the Conditions?
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Actually I would change the trigger to "Custom" and set it to run daily. Then in the condition portion change "is greater than" to "is in the next" and type in "14".
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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I believe I have it correct.
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That looks right to me. Is it working?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Yes. Its been working. Thank you.
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Excellent. I'm glad its working for you.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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