Timed Notification
I'm trying to set up an approval workflow for my intake system. For instance, Issue is submitted and worked. I want to notify the submitter that it's resolved and request them to approve/deny resolution. The problem I am running into is the ability to "auto remind" them of open approval request should they not respond in certain amount of time (example - 3 days). Even better if I could remind them 2nd time (say 7 days) for a response and indicate ticket closure by day 10 if no response. Anyone have a suggestion for how to set up the timed reminder to automate a notification?
Answers
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Lachlan Stead ✭✭✭✭✭✭Hello Martha,
Would it work to simply get the person that 'resolves' the issues to record a resolved date... the reminders can then be easily setup for 3, 7 and 10 days from that date. You could actually go a step further and auto close the ticket after 10 days.
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Martha Hemingway ✭✭✭
@Lachlan Stead- We have resolution date column that they input (and yes -can change that to an auto-dated function based on changing status to resolved). How would I set up the reminder for those iterations?
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Lachlan Stead ✭✭✭✭✭✭
A simple alert with conditions based on that date field should do it... when you go to setup the automation, you'll noticed you'll have options for a certain number of days, weeks or months to send an alert before or after a specific date field.
Categories
You would use the below for Jan 2023 and adjust the month and year numbers accordingly for each of the other months.<\/p>
=IF(AND(MONTH([Start Date]@row)<= 1, YEAR([Start Date]@row)<= 2023, MONTH([End Date]@row)>= 1, YEAR([End Date]@row)>= 2023), [$ per month]@row)<\/p>"},{"commentID":387901,"body":"
Lets try a different approach.<\/p>
=IF(AND(VALUE(YEAR([Start Date]@row) + IF(MONTH(Start Date]@row)< 10, \"0\", \"//www.santa-greenland.com/community/discussion/104169/\") + MONTH([Start Date]@row))<= 202307<\/strong>, VALUE(YEAR([End Date]@row) + IF(MONTH([End Date]@row)< 10, \"0\", \"//www.santa-greenland.com/community/discussion/104169/\") + MONTH([End Date]@row))>= 202307<\/strong>), [$ per month]@row)<\/p> Basically we are creating a yyyymm stamp from the start and end dates and comparing them to the yyyymm stamp for that year\/month combo. The above is for July 2023 (202307).<\/p>"},{"commentID":387906,"body":"
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