Send email reminders when lack of update

katep · 05/04/22

How do I create a workflow to send reminders to the row owners if no changes happened to the row in the past week?

Genevieve P. · 05/05/22

What I would do in this instance is make sure I have 2 Date columns in my sheet. One is a System Modified Date column (which you can hide) and the other is a regular date column that extracts the Date from that Modified Column with this formula:

=DATEONLY(Modified@row)

Screen Shot 2022-05-05 at 1.08.36 PM.png

Then once you have a column that has the Date that the row was last Modified, you can set up a Time Based Automation using this column as the trigger:

Screen Shot 2022-05-05 at 1.07.57 PM.png

See Create a Time-Based Automated Workflow

Cheers,

Genevieve

Genevieve P. · 05/05/22

Hi @katep

What I would do in this instance is make sure I have 2 Date columns in my sheet. One is a System Modified Date column (which you can hide) and the other is a regular date column that extracts the Date from that Modified Column with this formula:

=DATEONLY(Modified@row)

Then once you have a column that has the Date that the row was last Modified, you can set up a Time Based Automation using this column as the trigger:

See Create a Time-Based Automated Workflow

Cheers,

Genevieve

katep · 05/05/22

https://community.smartsheet.com/discussion/comment/328402#Comment_328402

Hi @Genevieve P., thank you for the tip! It does hint into some direction but doesn't resolve my issue completely. In this case, the 'owner' who didn't update a row gets just one ping after days of inaction, so if they miss it, I get no update anyway.

On a side note, could you please explain why I'd need to copy the date? Why can't I use the modified auto-date for such an automation?

Genevieve P. · 05/05/22

Hi @katep

The Time Based trigger can't be set on a System Date type of column, which is why I translated it into a regular Date type of column with a formula.

However, if you want to keep sending the reminder every single day, we can actually just use the System Modified column!

What I would do in this instance is set the Time of the trigger to run every day, and then put a Condition Block that checks to see if the Modified system date is within the last 7 days or not:

Screen Shot 2022-05-05 at 3.12.31 PM.png

See: Condition Blocks: Filter What Your Automated Workflows Send

Cheers,

Genevieve

Send email reminders when lack of update

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