Workflows for Alerts

I've been asked to come up with a way for smartsheet to send an automatic reminder to "Assignee" two days before the target date. This is no big deal and actually very simple to set up; however, the second part is "if the date completed field is empty and equal to or greater than the target date".

I attempted to do this using an if, then statement on a new column named "Reminder Date" and use that as the trigger but now I feel like I'm chasing my tail.

It would be a nice enhancement if smartsheet could apply this type of conditional workflow like they already do for conditional formatting... (wink, wink)

Any suggestions??

Find more posts tagged with

Formulas

Enhancement Request

Email Notifications

Comments

Mike Wilday

I used the same technique in our process. But different stakeholders wanted different times before the date so I created several columns - one for each particular row that was pertinent to each stakeholder. Nightmare. But it got the job done.

aLgae

Hi mmurphy and mike, may I know if you guys did mass-alerts? Or set them up individually?

I have a sheet for action items that will keep growing. I would like to just put a standing order in Smartsheet to send reminders to everybody in the action column, to complete tasks by the due column).

Please advise if mass-alerts are possible and how to do it, thanks!

Mike Wilday

Mass alerts can be set up by using the Alerts tab > Reminder > New Reminder.

Change the user being reminded to your assignee column in the smartsheet... set the ON setting to 2 days before (or whatever timing you want) and then select the finish column or due date column.

Your Assignee column must be a contact-list column type to be able to select it for sending the alerts.