Reminder alert - can not get to work

Trav25
Trav25 ✭
inFormulas and Functions


Hi there hoping someone can help.

image.png

I am wanting the alert to trigger 60 days before the date column and to hit a user that is in a contact field (shown above). The -60 is a Net days formula showing me the days before expiry.

Below is how I have set my automation to run - this is not the only solution I have attempted. Just can not seem to get it to work.

image.png

Can anyone help??

Trav

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Answers

  • AravindGP
    AravindGP ✭✭

    Hi Trav,


    Your workflow seems to be properly set up. If the user is not getting the email, it could be due to Automation Settings. The default setting is "Restricted", which means that only users who are shared to the sheet will get the notifications. Change it to "Unrestricted" or "Limited".

    Thanks,

    Aravind

    Reach out for any help on licenses, configuration, or training

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@Trav25

    I hope you're well and safe!

    Ensure you've checked theSheet Change Notification Settingsbox toInclude my changes in sheet notificationsin your Personal Settings (circle/profile in the lower-left corner). Also, check the Permission setting for the Automation. (cog in the top right corner in the Automation overview)

    Did that work/help?

    I hope that helps!

    Be safe, and have a fantastic weekend!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    ✅我的帖子(s) help or answer your question or solve your problem? Please support the Community bymarking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

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    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

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    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • Trav25
    Trav25 ✭

    Hi@Andrée Starå,

    感谢reaching out, both of those settings were enabled to allow access to the notification.

    Hmm do you have any other suggestions??

    Any advice would be wonderful.

    Trav

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Trav25

    Happy to help!

    How are you testing it?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • Trav25
    Trav25 ✭


    Hi@AravindGP,

    感谢reaching out, the setting you mentioned was already enabled for the use to allow access to the notification.

    Thank you anyway

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  • Trav25
    Trav25 ✭


    Hi@Andrée Starå,

    Currently I have done the following:

    1 - changed the date on the row shown on the image to equal 60

    2 - changed the time for the automation to fire

    3 - deactivated the original automation, and configured a replica

    4 - changed the date on different rows to equal 60

    5 - Use the 'Run Now' function on the automation

    6 - change settings in automation to test all types - e.g. restricted, limited etc

    I have not tried another user yet, but trying to avoid that first :)

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  • Trav25
    Trav25 ✭


    Hi@Andrée Starå,@AravindGP

    谢谢你对接触。

    Trav

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Trav25

    You're more than welcome!

    Try duplicating the Workflow and test again.

    If it doesn't work, try changing the trigger to a checkbox or something similar so we can first make sure that it works that way.

    Did it work?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • Trav25
    Trav25 ✭

    Hi@Andrée Starå,


    Thanks again for reaching out, checked the automation based upon a checkbox and seems to work okay see screen snippets below.

    image.png


    image.png

    Looks like this one works - I wonder if it is how the 60 days or less trigger has been configured - is there another way that you would configure the alert?

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Hi @Tamar<\/a> <\/p>

I think this is happening becuase you are editing a range that exists in the original location. Instead of editing the range in the new location, be sure to delete the entire range and then click in the place where it was in the formula. Then choose another range. <\/p>

I hope that helps.<\/p>

Matt<\/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":107113,"type":"question","name":"How to return a BLANK if we have a BLANK cell using a COUNTIFS formula","excerpt":"This formula is currently working, and it is returning how many items are reviewed for each \"Project Lead\". The first part of the formula is basically saying that we would count them, as long as we have a \"Reviewer\" name added in the \"Reviewer\" column. =IFERROR(COUNTIFS(Reviewer:Reviewer, <>\"//www.santa-greenland.com/community/discussion/comment/\", [Project Lead]:[Project…","snippet":"This formula is currently working, and it is returning how many items are reviewed for each \"Project Lead\". The first part of the formula is basically saying that we would count…","categoryID":322,"dateInserted":"2023-06-29T22:39:31+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T02:51:05+00:00","insertUserID":157974,"insertUser":{"userID":157974,"name":"Filippo","url":"https:\/\/community.smartsheet.com\/profile\/Filippo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T03:08:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":157974,"lastUser":{"userID":157974,"name":"Filippo","url":"https:\/\/community.smartsheet.com\/profile\/Filippo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T03:08:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":22,"score":null,"hot":3376173036,"url":"https:\/\/community.smartsheet.com\/discussion\/107113\/how-to-return-a-blank-if-we-have-a-blank-cell-using-a-countifs-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107113\/how-to-return-a-blank-if-we-have-a-blank-cell-using-a-countifs-formula","format":"Rich","lastPost":{"discussionID":107113,"commentID":383252,"name":"Re: How to return a BLANK if we have a BLANK cell using a COUNTIFS formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383252#Comment_383252","dateInserted":"2023-06-30T02:51:05+00:00","insertUserID":157974,"insertUser":{"userID":157974,"name":"Filippo","url":"https:\/\/community.smartsheet.com\/profile\/Filippo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T03:08:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T02:51:53+00:00","dateAnswered":"2023-06-29T22:55:01+00:00","acceptedAnswers":[{"commentID":383233,"body":"

@Filippo<\/a>, the most inelegant but dead simple thing to do is this:<\/p>

=IF(IFERROR(COUNTIFS(Reviewer:Reviewer, <>\"//www.santa-greenland.com/community/discussion/comment/\", [Project Lead]:[Project Lead], [Project Lead]@row), \"//www.santa-greenland.com/community/discussion/comment/\")<\/strong>=0, \"//www.santa-greenland.com/community/discussion/comment/\", IFERROR(COUNTIFS(Reviewer:Reviewer, <>\"//www.santa-greenland.com/community/discussion/comment/\", [Project Lead]:[Project Lead], [Project Lead]@row), \"//www.santa-greenland.com/community/discussion/comment/\")<\/strong>)<\/p>

Simplified, it's just this:<\/p>

=IF(<your formula> = 0, \"//www.santa-greenland.com/community/discussion/comment/\", <your formula>)<\/p>"},{"commentID":383252,"body":"

Very clever Lucas! Simple IF statement logic. It works perfectly, thanks!!!<\/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":107107,"type":"question","name":"Formula that counts how many rows have a date in the past","excerpt":"Hi! I need help with creating a formula that will count how many rows in my column called End Date have dates in the past. I've tried the following and it gives an \"unparseable\" error: =COUNTIFS([End Date]:[End Date], \"<=\" & TODAY()) Thanks in advance for your help!","snippet":"Hi! I need help with creating a formula that will count how many rows in my column called End Date have dates in the past. I've tried the following and it gives an \"unparseable\"…","categoryID":322,"dateInserted":"2023-06-29T20:39:23+00:00","dateUpdated":"2023-06-29T20:39:58+00:00","dateLastComment":"2023-06-29T20:52:03+00:00","insertUserID":162796,"insertUser":{"userID":162796,"name":"Beth M","url":"https:\/\/community.smartsheet.com\/profile\/Beth%20M","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n7ZG0TBD44T33.png","dateLastActive":"2023-06-29T21:23:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":162796,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-06-30T02:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":20,"score":null,"hot":3376143686,"url":"https:\/\/community.smartsheet.com\/discussion\/107107\/formula-that-counts-how-many-rows-have-a-date-in-the-past","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107107\/formula-that-counts-how-many-rows-have-a-date-in-the-past","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107107,"commentID":383217,"name":"Re: Formula that counts how many rows have a date in the past","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383217#Comment_383217","dateInserted":"2023-06-29T20:52:03+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-06-30T02:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T20:54:25+00:00","dateAnswered":"2023-06-29T20:52:03+00:00","acceptedAnswers":[{"commentID":383217,"body":"

You are very close, try this.<\/p>

=COUNTIFS([End Date]:[End Date], <= TODAY())<\/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":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&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":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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