frnmj
3 years agoQrew Member
How to properly set up email reminder
Good day! Is there a way to automatically send emails to all records that are 21 days past the [File Date] field? As far as I know, emails only get sent out when a record is modified or added. If it's not yet possible, I will highly appreciate any similar workarounds. Thanks in advance!
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frnmj
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frnmj
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- Oh, in that case you will need to make formula checkboxes to check if today()>[File Date] + Days(21).
Then setup a pipeline to search every night for anything where that is checked, and then modify a field on that record (maybe just put the current date in a text field).
Use that field modification to trigger a notification, and set the notification to open. You are basically tricking the system and using a notification as a reminder.
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Mike Tamoush
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