ALERT SOMEONE

Rob_PM
Rob_PM
edited 02/09/22 in Formulas and Functions

I am having problem to setup automation to alert someone. I have a column that shows 4 rows and another column that shows when the Alert someone should be sent out:

Citrix/Network/PC Comm 1 - 3 weeks [column Communication Released Date: 02/17/22] =PARENT([Network Migration Date]@row) - 21

Citrix/Network/PC Comm 2 - 2 weeks [column Communication Released Date: 02/24/22] =PARENT([Network Migration Date]@row) - 14

Citrix/Network/PC Comm 3 - 1 weeks [column Communication Released Date: 03/03/22] =PARENT([Network Migration Date]@row) - 7

Citrix/Network/PC Comm 4 - 24 hours [column Communication Released Date: 03/09/22] =PARENT([Network Migration Date]@row) - 1


The column that is proving the trigger date for Communication Released Date is "Network Migration Date"

I need the Alert Someone to be sent when date is reached in the "Communication Released Date rows and I am having problem to setup that.

The Alert Someone notification needs to have a description for each date, for example: 3 weeks notification, the notification should say something like: Please send out the 3 weeks communication, please send out the 2 weeks communication and provide the data that is in each column for the person notified be able to see.


I really appreciate who can help me to setup that.

Thank you very much!

Rob

Answers

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭

    Automation Trigger: When a date is reached

    Set Condition: Where your location field equals...

    Select Action: For Alert someone, determine who should get the email, specific people, contacts in a cell, etc. Same for an Update Request. Click Customize Message:

    Customize message

    Add additional condition paths for other values in the Location field, and customize the message for each condition path:


    Regards,

    Jeff Reisman, IT Business Analyst & Project Coordinator, Mitsubishi Electric Trane US

    Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages

  • Jeff

    I did exactly what you mentioned above. I also updated the rows for 02/11/22 as a test but didn't receive the notifications

    what did I do wrong?


    Rob

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭

    @Rob_PM

    Are you sending these alerts to yourself to test?

    If so, are these boxes checked in your personal settings under Notifications? Particularly the one for "include my changes in sheet notifications" ?


    Regards,

    Jeff Reisman, IT Business Analyst & Project Coordinator, Mitsubishi Electric Trane US

    Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages

  • Yes