Forum Discussion

frnmj's avatar
frnmj
Qrew Member
3 years ago

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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  • 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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  • You can use a reminder for this (versus a notification). This will send out a report to whatever users you choose, with records that are so many days past a certain date.

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    Mike Tamoush
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    • frnmj's avatar
      frnmj
      Qrew Member
      I tried that but it only works on Quickbase registered users. The email reminder I'm working with will be sent to clients and their corresponding email addresses.

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      frnmj
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      • MikeTamoush's avatar
        MikeTamoush
        Qrew Commander
        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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