Looking to find the best automation to complete the following.
“If a people column is not assigned in 3 days from when the item was created, notify someone.”
I am close, but can’t find an exact automation to cover this scenario. Any insight would be appreciated!
couple of options that I think you have here.
I’m sure you will need to have a ‘assignment-due-date’ column and hook up this automation set ‘some days’ to 3:
Then I think you have 2 options
Option 1:
- default ‘people’ column assignment to some manager, or someone who should be making the assignment, (but isn’t actually gonna be the assignee doing the task)
- Set a custom automation: When ‘Date Arrives’ and ‘People’ is assigned to ‘manager’ notify someone
Option 2: in this case you don’t have to default the ‘People’ column to some manager
instead add a ‘Assignment status’ column and then set up 2 custom automations
- When ‘People’ is assigned then change ‘Assignment status’ to ‘Assigned’ {or some similar value you set}
- When Date Arrives AND assignment status = “Not Assigned” {or some other default value you set} Then Notify Someone
Personally I prefer Option 1 as that actually gives someone the repsonsibility to change the assignment owner, but hopefully one of those will work for you!
Best,
Tim
@timlittletech Thank you for this. I will attempt both and see which one works out better for our team. Your thoughts and insight are much appreciated.
Thank you,
Vince
right on! good luck, and let me know which one ends up working the best for you! Or if you go with a different approach