Automation workflow

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Hi there,

I would like to setup automation cases like if there no update on specific row by the member for somedays let's say oneweek i want to send automatically send reminder to the row member to update that

Best Answer

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭✭
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    @Keeru

    Is there a specific field or fields that the member would be updating? If so, you could handle this using a helper column and a couple automations:

    Create a helper column, formatted for Date, called "UpdatedDate".

    Create a "Record a Date" automation rule triggered by a row being added that records the current date in the UpdatedDate column.

    Create a "Record a Date" automation that is triggered by a change to the fields the person would be updating.

    Create your "Alert Someone" automation that is triggered when a date is reached, when UpdatedDate is 7 days in the past.

    So now, the UpdatedDate gets reset anytime someone updates one of those fields, and then if 7 days go by without an update, the alert is sent. If you have some kind of Status field that indicates a row is completed, you can add that as a condition to your Alert Someone automation, as in only send the alert 'If Status does not equal Complete'.

    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!

Answers

  • Etienne Mermillod
    Etienne Mermillod ✭✭✭✭✭
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    Hi,

    First add a column of type autonumer/modified .

    then create a workflow, such as:


    and it should do the work :)

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭✭
    Answer ✓
    Options

    @Keeru

    Is there a specific field or fields that the member would be updating? If so, you could handle this using a helper column and a couple automations:

    Create a helper column, formatted for Date, called "UpdatedDate".

    Create a "Record a Date" automation rule triggered by a row being added that records the current date in the UpdatedDate column.

    Create a "Record a Date" automation that is triggered by a change to the fields the person would be updating.

    Create your "Alert Someone" automation that is triggered when a date is reached, when UpdatedDate is 7 days in the past.

    So now, the UpdatedDate gets reset anytime someone updates one of those fields, and then if 7 days go by without an update, the alert is sent. If you have some kind of Status field that indicates a row is completed, you can add that as a condition to your Alert Someone automation, as in only send the alert 'If Status does not equal Complete'.

    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!

  • Keeru
    Keeru ✭✭
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