Forum Discussion

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...

NotificationsEmail

Pipelines

MikeTamoush
3 years ago
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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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

Qrew Commander

3 years ago

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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frnmj
Qrew Member
3 years ago
Thank you so much for your input! Seems doable to me. Now I'm wondering if there's a possibility that it might send it multiple times for the same record.

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frnmj
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- MikeTamoush
  Qrew Commander
  3 years ago
  Good point. You will need to be sure your checkbox is only checked on the one day you want it to be, then unchecks the next day. So probably: today()=[File Date] + Days(21).
  
  Or something of the sort. Whatever rule checks your box ONLY on the day you want the notification to fire.
  
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  Mike Tamoush
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  - JoeAcunzo
    Qrew Trainee
    3 years ago
    frnmj - I have a Quickbase add-on service called SmartEmailReminder for Quickbase that will do exactly what you want. Contact me at the email below for more details. You can also visit http://www.softtechexperts.com/smartemailreminder.html to view a video demo.
    
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    Joe Acunzo (SoftTechExperts)
    Quickbase Partner
    joe.acunzo@SoftTechExperts.com
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Forum Discussion

How to properly set up email reminder

frnmj - I have a Quickbase add-on service called SmartEmailReminder for Quickbase that will do exactly what you want. Contact me at the email below for more details. You can also visit http://www.softtechexperts.com/smartemailreminder.html to view a video demo.