Sign in to join the conversation:
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
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
I learned something (kia ora)
Craig
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
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.
Did you get it working?
Andrée
Good afternoon! My company works closely with another ambulance service, Company B. Both companies have a Smartsheet Enterprise plan. I have created a workspace that I need members of Company B to edit. Do I need to make them members on my account if they are already members on their account? Or do I just need to add their…
I have shared sheets and dashboards with people outside of my organization, and one has a paid license. Would I be able to grant admin access to this licensed user to their sheet? Or would the ownership of the space by one organization limit the admin accessibility of someone from outside?
I'm trying to create a graph chart that captures monthly count of records by divisions (Northeast, West and Central) that should be stacked with a legend displaying each by different color like a presented in Excel. When I attempt to duplicate the process in Smartsheet I receive the following results. In Excel, I created…
