ALERT SOMEONE
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
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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
Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages
If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!
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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
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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
Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages
If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!
-
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