Is there a way to trigger a follow up alert/reminder based on a specific cell's last change date?
I have existing Update Request workflow that triggers when I enter "*" into the cell. I want to create a follow up alert/reminder that goes out (to the same recipients) if the cell isn't updated within 48 hours.
Is this possible?
Best Answer
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You will want to set up a date type column and use a Record A Date automation to record the date when "*" is entered. You would then want to set up a Delete Cell Data automation to remove the date when the cell is no longer equal to "*". Finally you would set up the reminder automation to go out when the date is not today and is not within the past 2 days.
Answers
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You will want to set up a date type column and use a Record A Date automation to record the date when "*" is entered. You would then want to set up a Delete Cell Data automation to remove the date when the cell is no longer equal to "*". Finally you would set up the reminder automation to go out when the date is not today and is not within the past 2 days.
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@Paul Newcome Thanks Paul!! Really appreciate the speedy response and the detailed answer! Take care.
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Happy to help. 👍️
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Hello,
I'm attempting to do something similar as Ami in my SmartSheet (request an update from a user when an approval field is in 'TBD' status for 1 week). As advised above, I created a 'record a date' automation that stamps the date when the approval field changes from blank to TBD. I then attempted to set up an 'alert someone' and 'set a reminder' automation but I am receiving an error that it cannot be run hourly, daily, or weekly. Please advise on what I'm doing wrong.
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@Gil Vega That is because you have {{placeholders}} in the subject and body.
My recommendation would be to insert a helper checkbox column with a formula to check the box when the date reaches 7 days in the past then use this checkbox column as your trigger.
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Thanks for the reply @Paul Newcome! I found this post related to the formula and created this: =IF([Requester Manager Approval - Date TBD]@row >= TODAY(-7), 1) The problem is that it only triggers if it falls within 7 days of today and not previous to that date (will trigger for 9/13 but not 9/10). Can you advise on how I can adjust the formula to get the expected of the box checking if the date is 7 days or older?
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@Gil Vega Try switching it from greater than to less than.
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Thanks @Paul Newcome it appears that =IF([Requester Manager Approval - Date TBD]@row < TODAY(-7), 1) is doing the trick, the issue is now that it is triggering for all situations where the field is blank. Is there a way to skip blank fields?
Also, are you saying that any subject or body of the 'alert someone' or 'set reminder' workflow type and {{placeholders}} will not allow for anything other than when triggered? At the very least, I would like to include a placeholder for the account name so the recipient can quickly identify what the notification is pertaining to. Is that possible?
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Try this for the formula:
=IF(AND([Requester Manager Approval - Date TBD]@row <> "", [Requester Manager Approval - Date TBD]@row < TODAY(-7)), 1)
As for the automation... Any automation using placeholders must be triggered "right away". If you want to make it more like a list, you would need to remove the placeholders and show those select columns in the notification. Then you could send them one per day/week/etc..
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@Paul Newcome sorry for the radio silence, it's been a busy month! I carved out some time to make the changes you recommended and everything works like a charm. Thank you very much for all the detailed assistance, couldn't have done it without you 😀
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Happy to help. 👍️
