Alert on date expiring

Brendon McHugh · 08/16/18

Kia ora everyone,

Couldn't find anything relating to this question, but feel it can't be the first time asked :-)

I'd like to have an alert on a date column, so that 30 days prior to that date we are notified.

Is this possible?

Thanks,

Brendon

Andrée Starå · 08/17/18

Hi Brendon,

You can set this up in the "Alerts & Actions" menu --> "Set a reminder", but there are only settings for max 14 days before so what I usually do is that I add a column that specifies how many days before that I want the reminder to trigger and then in the date column I add a formula like the one below. Keep in mind that this will count all days.

=[Date Column]@row - [Days before reminder Column]@row

More info: https://help.smartsheet.com/articles/542913-using-reminders

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant @ Get Done

J. Craig Williams · 08/18/18

I learned something (kia ora)

Craig

Brendon McHugh · 08/19/18

Ngā mihi nui Andrée,

Trying your solution, I must be doing something wrong? I have tried without the brackets, and also tried 'Reminder Date' as a text field and a date field. (Exp is a date field)

Screenshot here

goo.gl/QgVW1f

J. Craig Williams · 08/19/18

Your link does not work.

It may not be clear, but Andrée's solution:

=[Date Column]@row - [Days before reminder]@row

requires TWO new columns. One that houses the Date (a Date type column, used in the Alert) and the [Days before reminder] which is a Text/Number type column with the number of days (30 in your stated case)

This is (I assume) for flexibility if some tasks are 30 days, some 45 and so on.

You could also change the formula to

=[Date Column]@row - 30

and skip the second column entirely.

Maybe that helps? I had to reread his answer to get that too.

Craig

Andrée Starå · 08/22/18

Hi Brendon,

Did you get it working?

Best,

Andrée

Alert on date expiring

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