发送非盟tomatic reminder Notification on 1st Day of every month
I see lots of posts on end of month, but can't find what I need, which I thought would be a common request.
I have a column with the Status of Action Items e.g. Open, Closed, Returned, Not Started etc.
On the first day of every month I want to automatically send a reminder Notification to all owners of Open and Returned Action Items, reminding them they still have an Action Item to work on.
Thanks,
Tom
Comments
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Paul Newcome ✭✭✭✭✭✭You would set up the reminder to send on a custom occurrence and then set that to run every 1 month on day 1. See screenshot below.
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Geilisa ✭✭
I want to take this a step further and notify everyone in my "Project Leader" column of only their own projects that are active once a month.
So something like...
Run once a month on this day at this time,
If project status is active,
Notify Project Leader of all rows assigned to them.
Categories
<\/p>
If you need a bunch of the same columns, You can \"Save as new\" the existing sheet and then just delete whatever you don't need from each sheet.<\/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":[]},{"discussionID":109205,"type":"question","name":"Auto Populate Column Data","excerpt":"I have a sheet that I am populating row one with data inputted using an intake form (Form1). I then have a Update form (Form2) that is used by end users to input additional data. I need the data inputted from form1 to auto populate the entire column the data resides in when form2 is submitted. Any suggestions on how to…","snippet":"I have a sheet that I am populating row one with data inputted using an intake form (Form1). I then have a Update form (Form2) that is used by end users to input additional data.…","categoryID":321,"dateInserted":"2023-08-21T16:13:10+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T19:37:00+00:00","insertUserID":162922,"insertUser":{"userID":162922,"name":"MSGFreebird","title":"","url":"https:\/\/community.smartsheet.com\/profile\/MSGFreebird","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtfyipG4v_0PcUXERFavMo9q8-BAK6RWzljovF2sarPztFY=s96-c","dateLastActive":"2023-08-21T22:54:52+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-21T22:29:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":38,"score":null,"hot":3385285210,"url":"https:\/\/community.smartsheet.com\/discussion\/109205\/auto-populate-column-data","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109205\/auto-populate-column-data","format":"Rich","lastPost":{"discussionID":109205,"commentID":391697,"name":"Re: Auto Populate Column Data","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391697#Comment_391697","dateInserted":"2023-08-21T19:37:00+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-21T22:29:51+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/QSNSANMKG9JV\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T18:39:09+00:00","dateAnswered":"2023-08-21T18:00:47+00:00","acceptedAnswers":[{"commentID":391672,"body":"
Yes. The \"@row\" piece of the formula is looking for the cell within the row of the formula. So on any row where the meta columns are blank, \"@row\" will also return blank.<\/p>
<\/p>
Try this instead:<\/p>
=INDEX([AT-Meta]:[AT-Meta], 1)<\/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":[]},{"discussionID":109199,"type":"question","name":"How long should tech support take to respond?","excerpt":"On August 14 I sent tech support a critical question. I have a licensed admin on a sheet that is not able to make any changes. I still have not received any response other than the usual quickie we got your e-mail. If someone in tech support is watching my case number is. 06399972","snippet":"On August 14 I sent tech support a critical question. I have a licensed admin on a sheet that is not able to make any changes. I still have not received any response other than…","categoryID":321,"dateInserted":"2023-08-21T15:19:29+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T15:19:29+00:00","insertUserID":1774,"insertUser":{"userID":1774,"name":"Joseph Farahat","url":"https:\/\/community.smartsheet.com\/profile\/Joseph%20Farahat","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T19:58:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-22T08:21:50+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":true,"countComments":5,"countViews":53,"score":null,"hot":3385265338,"url":"https:\/\/community.smartsheet.com\/discussion\/109199\/how-long-should-tech-support-take-to-respond","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109199\/how-long-should-tech-support-take-to-respond","format":"Rich","lastPost":{"discussionID":109199,"commentID":391636,"name":"Re: How long should tech support take to respond?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391636#Comment_391636","dateInserted":"2023-08-21T15:19:29+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-22T08:21:50+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T16:29:36+00:00","dateAnswered":"2023-08-21T15:54:56+00:00","acceptedAnswers":[{"commentID":391614,"body":"
Fixed.<\/p>
I reread your response and found the culprit.<\/p>
“Report with specific permissions but not the underlying source sheet?”<\/p>
Thank you for jumping in. I guess you should close that case number at this point.<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4963,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
