Workflow Triggers
Hello, is there any way i can trigger a workflow to notify me 90 days after the 'status' column we've got turns blue? (we're using the traffic light icons)
Let me know if you can help - thanks!
Best Answer
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Hey @Trent Simpkin
Building on Amanda's response above, add a helper DATE column to your sheet and Use Record Date automation. Set the trigger as the Status changing blue.
Once the Record Date automation is built, use Amanda's advice. If needed, you can find the step by step instructions for building the When Date Reached automation here.
Kelly
Answers
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Hi,
Is something triggering the Status to turn blue, or are you manually changing it?
A workflow automation can set an alert for 90 days after a date is reached, but we need to correspond when it turns blue to a date. Understanding how that is happening may help- otherwise we can create a helper column to capture a date.
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Hi Amanda, we are manually changing it. Yes there's no date associated with the blue (other than in smartsheets brain) ....not sure that helps.
-
Hey @Trent Simpkin
Building on Amanda's response above, add a helper DATE column to your sheet and Use Record Date automation. Set the trigger as the Status changing blue.
Once the Record Date automation is built, use Amanda's advice. If needed, you can find the step by step instructions for building the When Date Reached automation here.
Kelly
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