Our Data Team has a form other people in the company can complete to request a report. Often, the report requested must be generated on a regular basis - monthly, quarterly, etc. Within the sheet keeping track of the requests we have columns for Status (of the report), date of request, frequency and Date Needed (the last 3 are generated by the requester form). We currently have reminders setup to email the assigned Data Analyst 5 days before the due date.
My question(s) are is there a way when a report needed monthly is switched to done status, for the sheet to automatically reset the Date needed column - and possibly the status column?? so the analyst continues to get reminders? Right now we just change the due date manually. We're rather new at Smartsheet so any suggestions for overall effectiveness/best practice would be greatly appreciated!
These are the current columns on the sheet:
Requester/Contact Name
Secondary Contact (if applicable)
Requester Email
Requester Department
Description of Request
Purpose of Request:
Status
Frequency
Date Needed By:
Priority
Analyst
Analyst's Comments
Date of Request
Recipient(s):
DA Complexity Rating:
Request #
Date Completed
Data Source 1
Data Source 2
Data Source 3
Data Source 4
Data Source 5
Type of Request
Report Format (If applicable)
Report Other
Status Comments
Last Updated
State Program?
Report Title
