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send email (notification) when [Entered date / time] equals to [today's' date /time]

  • 1.  send email (notification) when [Entered date / time] equals to [today's' date /time]

    Posted 03-01-2017 12:55
    I'm trying to set up an automated email (notification) will be sent automatically when the chosen date/time equals to today's date/time. 

    I've created a field (date / time) for users to add the day/time they want this notification to be sent- also I've added another Date/time formula field (Now()) - and set up rules that when [date/time] equals to Date/time formula field (Now())  to send notification - but it is not working - any suggestions? 


  • 2.  RE: send email (notification) when [Entered date / time] equals to [today's' date /time]

    Posted 03-01-2017 14:26
    Notifications run off of edits made to the record.  This makes it very difficult to run a notification off of a formula field.  

    That being said there is a workaround to this problem.  Set a form rule to auto fill with the user who entered the date.  Then create a report that shows the records where [Entered Date Time] = [Todays Date/Time] and fill it with information you need.  Finally create a subscription that sends this report to that user every day.  This way whoever entered that date will see the records they need to see.   Hope this helps!


  • 3.  RE: send email (notification) when [Entered date / time] equals to [today's' date /time]

    Posted 03-06-2017 09:02
    Hi Jacob, thx for your comment.

    But I want this email to be sent to a specific email address (of the user's choice, I've created a field where users can enter the email they want this email to be sent to), your way seems OK in case I want this email to be sent to the user itself. 


  • 4.  RE: send email (notification) when [Entered date / time] equals to [today's' date /time]

    Posted 03-06-2017 16:08
    Correct this will send a notification to the user and for subscriptions there is less flexibility with who to send it to.  If you wish to get more complex there are 3rd party solutions like Juiced Technologies' Courier.  

    http://www.juicedtech.com/add-ons/quickbase-courier">http://www.juicedtech.com/add-ons/quickbase-courier">http://www.juicedtech.com/add-ons/quickbase-courier


  • 5.  RE: send email (notification) when [Entered date / time] equals to [today's' date /time]

    Posted 03-01-2017 15:01
    Subscriptions do not fire at soecific times. They run once a day in the morning. So it will not work to expect a subscription to run at a specific time and date.

    QuickBase can do a daily morning subscription of records which meet some criteria.


  • 6.  RE: send email (notification) when [Entered date / time] equals to [today's' date /time]

    Posted 03-06-2017 09:04
    Hi and thx for your assistance. so I understand that notification type can't be sent later on and the only way to do this is to use Subscriptions? 


  • 7.  RE: send email (notification) when [Entered date / time] equals to [today's' date /time]

    Posted 03-06-2017 11:08
    Yes, correct. Notifications will fire at the moment a record is edited and saved, if the conditions are met. They do not fire due to the passage of time.

    SUbscriptions, however can be set up to fire say each day or each weekday. They basically run a report and if the report catches any records,, then the report is delivered. They run early in the morning, North American time zone.


  • 8.  RE: send email (notification) when [Entered date / time] equals to [today's' date /time]

    Silver
    Contributor
    Posted 03-01-2017 21:18
    Instead of making user to enter a date and time, is there a way to send a notification 7 days before the projected finish where record has not changed? 


  • 9.  RE: send email (notification) when [Entered date / time] equals to [today's' date /time]

    Posted 03-01-2017 21:28
    You can make a report with any filters you like. Then set up a subscription to send it out daily.

    I'm not understanding though what you mean by where a record has not changed.


  • 10.  RE: send email (notification) when [Entered date / time] equals to [today's' date /time]

    Silver
    Contributor
    Posted 03-01-2017 21:40
    Thanks. That works great. I meant sending alert without a record being changed.