Automated reminders

HAA

I'd like to set an alert/reminder for the Submitted User when a task is not met within our dashboard.

I created the following columns "Date Submitted" "Submitted by" and "Personal Charges Paid (Y/N)".

The logic reads: if "Personal Charges Paid" is marked "No", a reminder/alert is sent to " Submitted by" 2 days after "Date Submitted".

The reminder templates require a set date which isn't conducive for what I'm looking to accomplish since dates vary.

I'd like to create a formula, since none of the reminder/alert templates work for what I'm trying to achieve.

Christian G.

Assuming that your column are configure as followed :

"Date Submitted" -> Date

"Submitted by" -> Contact list

"Personal Charges Paid (Y/N)" - Check box

Beware that it will send a reminder everyday after the 2 days delay.

You can add a column that record the date when you send the reminder and evaluate if another reminder must be sent.

Christian G.

Assuming that your column are configure as followed :

"Date Submitted" -> Date

"Submitted by" -> Contact list

"Personal Charges Paid (Y/N)" - Check box

Beware that it will send a reminder everyday after the 2 days delay.

You can add a column that record the date when you send the reminder and evaluate if another reminder must be sent.

HAA

Hi Christian, thank you for your help! This is exactly what I was looking for!

Shwetaic

Hi want to send automated reminders when the form is submitted to the assignee to approve or decline the request.

i want this reminder to be sent out till the status is submitted

Shwetaic

Hi want to send automated reminders when the form is submitted to the assignee to approve or decline the request.

i want this reminder to be sent out till the status is submitted

Andrée Starå

Hi @Shwetaic

I hope you're well and safe!

Can you add a helper column with a checkbox or similar where the submitter can indicate they are done?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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