Automated reminders

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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.

Best Answer

  • Christian G.
    Christian G. ✭✭✭✭✭✭
    Answer ✓
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    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.

Answers

  • Christian G.
    Christian G. ✭✭✭✭✭✭
    Answer ✓
    Options

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

  • Shwetaic
    Options

    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
    Options

    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
    Andrée Starå ✭✭✭✭✭✭
    Options

    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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