Hello,
I am trying to create multiple email update requests where the email gets sent 14 days after a response due date is past then a follow up email 14 days after that if the fields don't get updated. Following a escalation email send to management an additional 7 days later. What I'm a little confused on is the the conditional logic. I created 3 columns in my Smartsheet to get automatic date recorded on when this even is triggered to set up for the follow up email trigger.
Current workflow 1 is as follows:
Trigger: When a date is reached, Run once -2 weeks after, date field- response due date.
Condition: Where the date field is in the last (days)- 14 ,and where opportunity status is- blank, and the region is one of- region.
Action: Send to contacts in a cell. With custom message.
Action: Record a date in: new column1
Workflow 2 (follow up email):
Trigger: When a date is reached, Run once-2 weeks after, date field- new column1
Condition: Where new column1 is in the last (days)- 14, and where opportunity status is- blank, and the region is one of-region.
Action: Send to contacts in a cell. With custom message.
Action: Record a date in: new column2
Workflow 3 (Escalation email):
Tigger: When a date is reached, Run once-1 week after, date field- new column2
Condition: Where new column1 is in the last (days)- 14, and where opportunity status is- blank, and the region is one of-region.
Action: Send to specific people. With custom message.
Action: Record a date in: new column3
My questions are: Does the above look right? Is there a way to record the request being done besides the sidebar in the sheet? Is there a way I get notified that someone has finished an update request?
