Automation just for one row

Stefan Groth · 02/18/21

Hallo,

very beginner user and have a question I couldn't find an answer to in the community. I have set up a monthly to-do list with automation that is sending a reminder to a person outside of the company to provide a file. Trigger for the automation is reaching the "Due Date" with the condition "Done-Check" = unchecked.

So far so good. My understanding now is that this automation is being triggered for every unchecked "Done" box, not just to the line with this specific request. How do I apply this specific automation just to the line that refers to that to-do? I don't want that person receiving every morning a mail for all unchecked items in my list... :-)

Thanks for your support.

Cheers Stefan

Heather Duff · 02/18/21

Stefan,

You have a couple of options here. You can either create an "assigned to" contact column, and filter the automation to only send reminders for rows assigned to that person.

Alternately, you could use a unique identifier for that row (let's say, each project or task name is unique, or it has a code associated with it). You could then add a filter to send the automation only when that column has that specific identifier in it. This would cause the reminder to only go out for that one task.

Hope this helps!

Best,

Heather

Andrée Starå · 02/18/21

Hi @Stefan Groth

I hope you're well and safe!

To add to Heather's excellent advice/answer.

You could add a recurring reminder or update request to the specific row(s) instead.

More info.

https://help.smartsheet.com/articles/2481611-remind-yourself-about-specific-tasks

Would that work/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 help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Heather Duff · 02/18/21

Stefan,

You have a couple of options here. You can either create an "assigned to" contact column, and filter the automation to only send reminders for rows assigned to that person.

Alternately, you could use a unique identifier for that row (let's say, each project or task name is unique, or it has a code associated with it). You could then add a filter to send the automation only when that column has that specific identifier in it. This would cause the reminder to only go out for that one task.

Hope this helps!

Best,

Heather

Andrée Starå · 02/18/21

Hi @Stefan Groth

I hope you're well and safe!

To add to Heather's excellent advice/answer.

You could add a recurring reminder or update request to the specific row(s) instead.

More info.

https://help.smartsheet.com/articles/2481611-remind-yourself-about-specific-tasks

Would that work/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 help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Stefan Groth · 02/19/21

https://community.smartsheet.com/discussion/comment/280068#Comment_280068

Thanks Heather, really easy approach. Already implemented this... Cheers Stefan

Heather Duff · 02/19/21

Fantastic, @Stefan Groth! Glad it worked.

Automation just for one row

Best Answers

Answers

Help Article Resources

Categories