Is it possible to delay the "Alert Someone" automation?

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  • DesireeJones
    DesireeJones ✭✭✭✭✭
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    Hello @ksandoval ,

    Are you wanting to send the alert at a specific day or time? Or is there specific field that needs to be populated in order to send the alert?

    When creating a workflow, you can essentially delay the alert by sending it on a specific day and time. You just select "When a date is reached" as your trigger.

  • ksandoval
    ksandoval ✭✭✭
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    The automation we are using is set up where we can not set it to "When a date is reached". We need the Trigger to be "When rows are changed". I did try to set the workflow timing to weekly, but then I got an error message:


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 08/18/22
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    Hi @ksandoval

    I hope you're well and safe!

    There might be a workaround!

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • ksandoval
    ksandoval ✭✭✭
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    So we created a Bill of Materials list to track one of our projects. Currently, we have it to see what we received on 2 sheets to search for specific criteria. The automation we have currently for sending an email is to see any kind of change for our main order items immediately. What we want is to either delay the message and/or send it once a week. We cannot change the trigger because that is the criteria we need to let our team know what items we received for the project.

    See screenshots below:


  • ksandoval
    ksandoval ✭✭✭
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    Hey Andree,

    I just figured out my issue with sending the message daily instead of sending it for every little change.

    I appreciate your input and your help.

    Thanks!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
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    @ksandoval

    Excellent!

    Glad you got it working!

    Happy to help!

    Please support the Community by marking your post with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.