Send Email when Due Date is past
How do I automatically generate an email if our internal due date is exceeded?
Answers
-
Hi @Liz_Snavely
first of all, you should start by creating a sheet with a "due date" column (date) and an "owner" column (contact list, so there is an email "behind") and a task for example.
Then, set up a workflow like this :
that should get you started and then you can build a more complex workflow on that.
hope this helps,
best regards
Florian
-
Hi @Liz_Snavely
You can set up alerts based on a Date column in your sheet by using a Date based trigger! Here's more information - Create a time-based automated workflow
As long as you have a Date column in your sheet that notes the "internal due date", you can set your alert to trigger On, Before, or After that date:
Cheers,
Genevieve
Need more information? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 66.5K Get Help
- 434 Global Discussions
- 152 Industry Talk
- 494 Announcements
- 5.3K Ideas & Feature Requests
- 85 Brandfolder
- 155 Just for fun
- 77 Community Job Board
- 506 Show & Tell
- 34 Member Spotlight
- 2 SmartStories
- 307 Events
- 37 Webinars
- 7.3K Forum Archives
Trending in Smartsheet Basics
- Can I link a Smartsheet report in a form. My form will be for a person to confirm info from a report is correct. So I want the user to be able to view the report while filling out the form.
- I have 4 sheets used by individuals to track their work. I have a report that pulls from all 4 of those sheets to give me a total count of items they listed for the month as well as each line item (de…
- Hi All! Quick question - I am working on a form with a lot of yes or no questions, and I decided to display them as horizontal radio buttons. They are all circles except for one question, which shows …
