Automation: Email with Set Frequency Until Cell Value Changes, Trigger Date Re: to Form Submit Date

Hi!

I have a form being used as a ticketing solution for marketing requests. When users make a submission, one question is, "Have you provided all information?". Answer options are, "yes, begin with creative" or "no, more information will be entered later in Smartsheet".

So long as cell value is "no, more info will be entered later", I want an email to go out with x frequency (maybe every other day?) beginning the day (or so) after the submission is made, reminding them that creative doesn't begin until they change that cell value to "yes", and the reminder email does not stop until the cell value changes.

how can i accomplish this, please? all of the template automations don't seem to quite meet my need. i don't want to manually set up an automation every time i receive a request. TIA! :)

Best Answers

  • kfkfkfkf_343
    kfkfkfkf_343 ✭✭
    Answer ✓

    Thank you, @Paul Newcome I don't think this solves my problem, though. I only have a trigger based on a date for the "due date", "event date", and "date completed". I have the date column set up that auto captures when a submission is made, but it doesn't let me select that date column as an option for trigger point. I want the automation to be...an automation, haha, that i don't have to set up each time a new submission is made.

    maybe i could make a hidden/dummy column with a formula that equals submission date stamp plus two days? (would you happen to be able to provide that formula?) and that date column would be available to me in the automation as a trigger point? seems like a workaround of sorts and that SS should have something built in as simple as what i'm trying to accomplish without this.

    also, which automation template do you suggest? maybe i'm not looking at the right one...


  • kfkfkfkf_343
    kfkfkfkf_343 ✭✭
    Answer ✓

    I made the dummy date column with formula and used that as a trigger point. Works! Thank you again, @Paul Newcome for taking the time to respond.

Answers