Best practice for sending notificatons from 1 smartsheet based on users in a 2nd smartsheet

Peggy

Hi,

I have a master smartsheet with client name, a date and the clients product lines, on a row. The product line column is a multiple select, restricted to a specific list of values.

I have second smartsheet by department and users within the department. I am thinking of adding the product lines which the department is responsible for.

I would like to have a workflow on the master smartsheet which can look at the second smartsheet to determine who to send the row data to when a specific date is met.

Is this the correct way to set this up or is there a better way to manage this?

Thanks.

Mike TV

@Peggy

You're right about adding the Product Lines to the 2nd sheet with the department/users. After you do that, on the 1st sheet you'll want to use an INDEX/MATCH formula which drags in the user who needs the notification. You'll match against the product line listed on sheet 1 and 2.

Once you've got that setup and working, on the 1st sheet you can create an automation which is triggered by the date field and alerts the contact field which is the user who's INDEX/MATCHed from the 2nd sheet.