Looking for a way to send an automated email when using formula with TODAY()
Hi,
I create a invoice register and would like to send out a reminder to manager for approval if there is no action by the manger after 2 days the invoice is raised.
I set up a column called "Date pending for approval" with a formula "IF(OR([Approval Status]1 = "Submitted", ISBLANK([Approval Status]1)), TODAY() - DATEONLY(Created1), 0)".
Just wondering how can I set up the reminder/notification to the manager?
Given that the formula is using TODAY(), will the formula calculated automatically everyday and send out reminder/notification automatically without I log into Smartsheet?
Thanks for any help!
Rebecca
Comments
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Hi Rebecca,
The TODAY() function (or any function in Smartsheet) won't automatically calculate updated values until you open and save the sheet. You'll need to that every day. (There currently isn't a workaround for this.)
You might use a date column that calculates your reminder date based off of another date (for instance, if you track the date the invoice is raised in a column). You can create another date column and use a formula like the following:
=IF(OR([Approval Status]1 = "Submitted", ISBLANK([Approval Status]1)), Created1 + 2)
This will add 2 days to your Created date column.
You can then create a reminder based off of your new date column. More on reminders can be found in the help center: https://help.smartsheet.com/articles/542913-using-reminders
