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Schedule automatic reports for updates
KathyH
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我的项目团队10-20 people and each are assigned tasks. On a weekly basis, I want to auto-gen a user-specific report of their task items and send a request for updates on all items.
For example, every Tues at 11 am, I'd like to have a report generate that contains all assigned items where the % Done is less than 100%. I understand how to set up the report so it gen's a list for the current user.
What I want, though, is to send that list to the Current User so s/he can see all assigned Action Items. And then s/he can log into the sheet and update the items.
Otherwise, I'd have to send emails for individual task and with a long task list, it would be a hassle.
Can this be done? Other suggestions?
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Shaine Greenwood EmployeeHi Kathy,
You might try setting up scheduled emails for people after you've built their report. Detaisl on this are available in our Help Center:https://help.smartsheet.com/articles/504773-sending-sheets-rows-via-email#sendsheet
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Ok, how about using a helper column with a 0 or 1 being input by your automation, and then use this as the trigger. So set the default on the column to 0, and if an attachment is there, leave it at 0. Then if an attachment is not there workflow will set it to 1, and that would trigger the automated workflow to run.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":[{"tagID":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":108318,"type":"question","name":"Count to show the High Priority Items","excerpt":"I would like to add a formula that counts the number of 1 - High, 2 - Med, 3 - Low in each row.","snippet":"I would like to add a formula that counts the number of 1 - High, 2 - Med, 3 - Low in each row.","categoryID":322,"dateInserted":"2023-07-31T18:51:49+00:00","dateUpdated":null,"dateLastComment":"2023-07-31T19:48:33+00:00","insertUserID":121230,"insertUser":{"userID":121230,"name":"Kris Peeters","url":"https:\/\/community.smartsheet.com\/profile\/Kris%20Peeters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!zzjX8w2dwDY!5FVWucGjaaQ!-sgJ3Uz0EeO","dateLastActive":"2023-07-31T19:46:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":121230,"lastUser":{"userID":121230,"name":"Kris Peeters","url":"https:\/\/community.smartsheet.com\/profile\/Kris%20Peeters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!zzjX8w2dwDY!5FVWucGjaaQ!-sgJ3Uz0EeO","dateLastActive":"2023-07-31T19:46:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":26,"score":null,"hot":3381664822,"url":"https:\/\/community.smartsheet.com\/discussion\/108318\/count-to-show-the-high-priority-items","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108318\/count-to-show-the-high-priority-items","format":"Rich","lastPost":{"discussionID":108318,"commentID":388103,"name":"Re: Count to show the High Priority Items","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388103#Comment_388103","dateInserted":"2023-07-31T19:48:33+00:00","insertUserID":121230,"insertUser":{"userID":121230,"name":"Kris Peeters","url":"https:\/\/community.smartsheet.com\/profile\/Kris%20Peeters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!zzjX8w2dwDY!5FVWucGjaaQ!-sgJ3Uz0EeO","dateLastActive":"2023-07-31T19:46:31+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/382QSC10NTUW\/count-jpg.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"count.JPG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-31T19:48:14+00:00","dateAnswered":"2023-07-31T19:18:51+00:00","acceptedAnswers":[{"commentID":388092,"body":"
