Automation for contact column notication, once month by active, for only their projects.
I want to notify everyone in my "Project Leader" column of only their own projects that are active once a month.
An Automation like...
Run once a month on this day at this time,
If project status is active,
Notify Project Leader ofall rows assigned to them.
There doesn't seem to already be a way to group projects by contact for an automation.
Best Answer
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Paul Newcome ✭✭✭✭✭✭
You would set your trigger to be date based and then select the option for Custom Recurrence to set up the monthly portion.
You would use a condition of the Status column being "Active" to apply the filter.
Then the recipient for the Alert would be "Send To Contacts In A Cell" and you would select the Project Leader column which will only send rows meeting the previous condition to the appropriate Project Leader(s). So if I am leader on rows 1, 3, and 5 (assuming they are all active), I will only be alerted to rows 1, 3, and 5.
10xViz
Answers
-
Paul Newcome ✭✭✭✭✭✭
You would set your trigger to be date based and then select the option for Custom Recurrence to set up the monthly portion.
You would use a condition of the Status column being "Active" to apply the filter.
Then the recipient for the Alert would be "Send To Contacts In A Cell" and you would select the Project Leader column which will only send rows meeting the previous condition to the appropriate Project Leader(s). So if I am leader on rows 1, 3, and 5 (assuming they are all active), I will only be alerted to rows 1, 3, and 5.
10xViz
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Geilisa ✭
I thought I needed to specify that only the projects assigned to them (by row) were to go to each project leader. I see this is built in without needed to specify. Thank you. I tried to run a test to send to myself, but it sent me everything active rather than my own. But how would it know it was mine if I didn't select the project leader column as a condition. Silly me.
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=IF(COUNT(CHILDREN()) = 0, IF(OR(Done@row = 1, [N\/A]@row = 1), 1, 0), AVG(CHILDREN()))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108195,"type":"question","name":"COUNTIF Function Not Working Correctly","excerpt":"Hello, I have a COUNTIF function I am using to count all cells that are 'Blank' in a column. We should have one result, but the formula is showing as zero. Any thoughts on this one? =COUNTIF([Account Dashboard]:[Account Dashboard], \" \")","snippet":"Hello, I have a COUNTIF function I am using to count all cells that are 'Blank' in a column. We should have one result, but the formula is showing as zero. Any thoughts on this…","categoryID":322,"dateInserted":"2023-07-27T16:41:32+00:00","dateUpdated":null,"dateLastComment":"2023-07-27T19:11:08+00:00","insertUserID":164192,"insertUser":{"userID":164192,"name":"ewitt19205","url":"https:\/\/community.smartsheet.com\/profile\/ewitt19205","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!mo_vH-5dWnI!5OcveUI6Zjo!UtWovaSRry_","dateLastActive":"2023-07-27T19:07:23+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164192,"lastUser":{"userID":164192,"name":"ewitt19205","url":"https:\/\/community.smartsheet.com\/profile\/ewitt19205","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!mo_vH-5dWnI!5OcveUI6Zjo!UtWovaSRry_","dateLastActive":"2023-07-27T19:07:23+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":14,"score":null,"hot":3380962360,"url":"https:\/\/community.smartsheet.com\/discussion\/108195\/countif-function-not-working-correctly","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108195\/countif-function-not-working-correctly","format":"Rich","lastPost":{"discussionID":108195,"commentID":387638,"name":"Re: COUNTIF Function Not Working Correctly","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387638#Comment_387638","dateInserted":"2023-07-27T19:11:08+00:00","insertUserID":164192,"insertUser":{"userID":164192,"name":"ewitt19205","url":"https:\/\/community.smartsheet.com\/profile\/ewitt19205","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!mo_vH-5dWnI!5OcveUI6Zjo!UtWovaSRry_","dateLastActive":"2023-07-27T19:07:23+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-27T19:10:56+00:00","dateAnswered":"2023-07-27T16:47:29+00:00","acceptedAnswers":[{"commentID":387588,"body":"