Automated email to assigned people on a spreadsheet for updates
I have a sheet that has multiple lines assigned to different people. I'd like to send an automated email 14 days prior to an event day to update all the lines that are assigned to them. I dont want to use the Request an update workflow because it does it like a form and I really need it to be in a spreadsheet. Is it possible??
Best Answer
-
Paul Newcome ✭✭✭✭✭✭The alert will only send them rows that they are listed as assigned to. The entire sheet will not be shown in the email.
Answers
-
Paul Newcome ✭✭✭✭✭✭
You can set up an alert automation. The trigger would be daily and a condition would be where the date field is in 14 days.
-
Michael Culley ✭✭✭✭✭If you have a contacts column then you can use that in your automation.
What I would do is have a hidden column with a formula to subtract 14 days from the event day.
Then I would create automation from scratch, trigger is "When a date is reached".
Instead of typing a date, select "Date Field" and reference the new date column with the 14 days subtracted.
Then select "alert someone" and from the dropdown menu select "send to contact in a cell" and choose the contacts column.
Let me know if this is helpful or not.
-
Connie Cochran ✭✭✭✭Is there a way that the recipient would only see the tasks assigned to them?
-
Paul Newcome ✭✭✭✭✭✭
The alert will only send them rows that they are listed as assigned to. The entire sheet will not be shown in the email.
-
Connie Cochran ✭✭✭✭
Thank You!
-
Paul Newcome ✭✭✭✭✭✭
Help Article Resources
Categories
I figured it out! Updated formula to get the 2 decimal places as well.<\/p>
=\"We are at \" + IFERROR(ROUND([% closed rate]@row * 100, 2), \"//m.santa-greenland.com/community/discussion/106733/\") + \"% closed rate on ticket status for the month of \" + Month@row<\/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":108861,"type":"question","name":"IF\/AND Formula","excerpt":"Formulas are the bane of my existence and I really need to take a class! Today I'm trying to set up a formula to throw a flag when 2 conditions are met. I want a red ball when I have not received an invoice and the invoice due date is within 30 days. I know I'm close since I've gone from \"unparsable\" to \"incorrect…","snippet":"Formulas are the bane of my existence and I really need to take a class! Today I'm trying to set up a formula to throw a flag when 2 conditions are met. I want a red ball when I…","categoryID":322,"dateInserted":"2023-08-11T16:27:44+00:00","dateUpdated":null,"dateLastComment":"2023-08-11T17:49:45+00:00","insertUserID":120231,"insertUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":120231,"lastUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":54,"score":null,"hot":3383549849,"url":"https:\/\/community.smartsheet.com\/discussion\/108861\/if-and-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108861\/if-and-formula","format":"Rich","lastPost":{"discussionID":108861,"commentID":390268,"name":"Re: IF\/AND Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390268#Comment_390268","dateInserted":"2023-08-11T17:49:45+00:00","insertUserID":120231,"insertUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-11T17:48:48+00:00","dateAnswered":"2023-08-11T17:12:43+00:00","acceptedAnswers":[{"commentID":390261,"body":"
You were, indeed, very close.<\/p>
=IF([Invoice Received?]@row = 0, IF(AND([Renewal Date]@row >= TODAY(), [Renewal Date]@row <= TODAY(+30)), \"Red\"))<\/p>"},{"commentID":390264,"body":"
