Automated Email 2 days after a date if no attachment

James Brown
James Brown ✭✭
inFormulas and Functions

Hi There,

我有一个公平的自动化设置n my workspace for all the relevant rollout / install sheets to do multiple things including:

  1. Send reminders 1 and 3 days prior to ensure the store/retailer is aware and the space is clear
  2. Reminder on day of install at 5pm to ensure an attachment of the evidence of install is uploaded.

What i need to work out is how to automate a reminder email sent to the relevant people (a PIC column) to upload an attachment if 3 criteria is met:

  1. Date is 2 days past the "DATE" column
  2. Completed is 'CHECKED" (optional, good to have but not needed for the formula)
  3. No attachment has been uploaded yet.

对法规遵循我们需要证据记录内48 hours and at the moment im emailing everyone manually. When doing near 50 installs a day this get a bit tiresome.

Is there a simple way in the automated area that this can be achieved?

An idea of the bottom row of the image below. Its not 5 days past the date, completed has been checked but not upload attached.

postinstall.JPG


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Answers

  • AravindGP
    AravindGP ✭✭

    Hi James,


    It is a good question, however, at the moment, you can only have attachments as a trigger to start a workflow (i.e., attachment added or attachment changed) rather than using it in a condition to route your workflow. You can have a column to confirm that an attachment has been added to remind people to attach a document. If you're using a form to capture the data, you can make the attachment a mandatory field to ensure you do get an attachment each time.

    Thanks,

    Aravind

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

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  • James Brown
    James Brown ✭✭

    Thanks Aravind, had a feeling it would be that answer.

    To your point a workaround would be to have a tickbox only i can access which once i do that and hit save it does the bulk email immediately. Still a bit manual but faster.

    We dont really use forms as i set the rows, and the 'field team / installers' edit them post install.

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@James Brown

    I hope you're well and safe!

    To add to Aravind's excellent advice/answer.

    You could have a workflow check the box or similar to indicate when an attachment has been added.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    ✅Did my post(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

    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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CHILDREN will only look at entries one level down. DESCENDANTS will look at all levels below current.<\/p>"},{"commentID":383208,"body":"

Thank you Carson, very helpful!<\/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":107090,"type":"question","name":"Calculate the # of months between 2 dates, with 1 date being static","excerpt":"Hi all, I am trying to insert a formula that will calculate the number of months (overlapping years) between two dates; 1) Requested Start Date, which is a data column on my sheet, and 2) 12\/1\/22 as a static date in every calculation. So far I have been able to create a basic formula that works, however, I had to create…","snippet":"Hi all, I am trying to insert a formula that will calculate the number of months (overlapping years) between two dates; 1) Requested Start Date, which is a data column on my…","categoryID":322,"dateInserted":"2023-06-29T15:55:21+00:00","dateUpdated":null,"dateLastComment":"2023-06-29T18:11:28+00:00","insertUserID":158227,"insertUser":{"userID":158227,"name":"BristolCVN","url":"https:\/\/community.smartsheet.com\/profile\/BristolCVN","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T18:17:59+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":"2023-06-29T19:12:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":30,"score":null,"hot":3376118209,"url":"https:\/\/community.smartsheet.com\/discussion\/107090\/calculate-the-of-months-between-2-dates-with-1-date-being-static","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107090\/calculate-the-of-months-between-2-dates-with-1-date-being-static","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107090,"commentID":383181,"name":"Re: Calculate the # of months between 2 dates, with 1 date being static","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383181#Comment_383181","dateInserted":"2023-06-29T18:11:28+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":"2023-06-29T19:12:29+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":"2023-06-29T17:24:10+00:00","dateAnswered":"2023-06-29T17:11:25+00:00","acceptedAnswers":[{"commentID":383158,"body":"

Try a DATE function:<\/p>

=(NETDAYS([Requested Start Date]@row, DATE(2022, 12, 1)<\/strong>) \/ 365) * 12<\/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"}]},{"discussionID":107082,"type":"question","name":"Automatic Update of Dropdown List?","excerpt":"I saw several discussions on this and I'm wondering if there is a formula or an easy way without a 3rd party to automatically update a dropdown list based on a cell in one sheet? I can create a helper sheet if that would help. Any ideas? I don't believe I have the premium Smartsheets plan. Thank you! Lori","snippet":"I saw several discussions on this and I'm wondering if there is a formula or an easy way without a 3rd party to automatically update a dropdown list based on a cell in one sheet?…","categoryID":322,"dateInserted":"2023-06-29T14:16:13+00:00","dateUpdated":null,"dateLastComment":"2023-06-29T18:02:59+00:00","insertUserID":162337,"insertUser":{"userID":162337,"name":"maineL","title":"Admin. & Course Coordinator","url":"https:\/\/community.smartsheet.com\/profile\/maineL","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!plNXqQdBs_o!2kvQ_7y42f4!PTHvB33mICN","dateLastActive":"2023-06-29T18:08:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-29T19:42:36+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":11,"countViews":50,"score":null,"hot":3376116552,"url":"https:\/\/community.smartsheet.com\/discussion\/107082\/automatic-update-of-dropdown-list","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107082\/automatic-update-of-dropdown-list","format":"Rich","lastPost":{"discussionID":107082,"commentID":383175,"name":"Re: Automatic Update of Dropdown List?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383175#Comment_383175","dateInserted":"2023-06-29T18:02:59+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-29T19:42:36+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":"2023-06-29T14:52:00+00:00","dateAnswered":"2023-06-29T14:50:26+00:00","acceptedAnswers":[{"commentID":383100,"body":"

@maineL<\/a>,<\/p>

I haven't seen this possible without the use of a 3rd party integration. I don't believe it is supported natively in Smartsheet. The question comes up all the time though. <\/p>

BRgds,<\/p>

-Ray<\/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":[]}],"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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