Trigger a daily automation if a record doesn't exist

Ryan Levitz

Hi there,

Our warehouse leads use a smartsheet form to upload a document once a day, around noon. I want to have a notification sent to the manager of a warehouse if that warehouse didn't upload a file for that day.

The sheet that the form is built on looks like this:

DC is the warehouse number. The formula works for Manager, I just broke it to keep emails confidential.

For an example of desired output, Notice all of the DCs that uploaded an attachment today. DC# 900 is the only that didn't upload yet. At 5pm today, I'd like the automation to send a notification to the manager of DC# 900.

I'm at a loss on how to accomplish this one.

Thanks for the help

Andrée Starå

Hi @Ryan Levitz

I hope you're well and safe!

• Add a so-called Helper Column (checkbox type), and then add a Workflow with an Action to check the box when an attachment is added.
• Add another Workflow with an Action looking at the helper column and if it's not checked, send the reminder.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Ryan Levitz

@Andrée Starå That was my first idea, but the problem is that that row doesn't get added at all until the attachment is added via the form.

Ryan Levitz

Am I on to something useful here?

I created a helper sheet. The primary lists all of the warehouses. TodaysDate is just TODAY(). SearchKey is Left( ,3) of the primary column, and then the date as text. I added that same SearchKey to the main sheet. The vlookup column uses vlookup to search the main sheet for that search key. The NO MATCH rows would be the ones that need the notification sent to them.

The next issue would come down to how to trigger TODAY() to update each day. Outside of someone manually opening this sheet each day, I'm stumped here too.