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I am trying to create a formula for the following logic to track my teams contact with clients. Essentially if a team member hasnt contacted a client within 30 days, to produce a check mark. We have a small team so I planning on copying this formula to a seperate column per team member and then selecting a Notification to alert the team member if they are in excess of 30 days.
The following is the formula I have pieced together.
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":27,"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":"