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How do I change which fields are displayed in an automatic email reminder?

  • 1.  How do I change which fields are displayed in an automatic email reminder?

    Posted 05-31-2018 16:38
    My email reminders are showing every field in my application. I only want to show 12 fields. How do I make this change?


  • 2.  RE: How do I change which fields are displayed in an automatic email reminder?

    Posted 05-31-2018 16:40
    Settings for the table
    Reports
    top right set default report
    and set your default fields.


  • 3.  RE: How do I change which fields are displayed in an automatic email reminder?

    Posted 09-21-2018 16:45
    Is there a way to select a specific report to be sent in the reminder email instead of the default report?  


  • 4.  RE: How do I change which fields are displayed in an automatic email reminder?

    Posted 09-22-2018 01:28
    Long shot, not sure if it will work.

    Create a checkbox that is always checked
    create a formula date field with this formula: IF([my checkbox field] = true, Now())
        -This will everyday return the current date

    now instead of creating an email reminder, create an email notification
    you can make it so that if date is equal to Sunday send notification, or whatever day you want

    At the very bottom change to custom message and you can put any fields you wish into this automation.



  • 5.  RE: How do I change which fields are displayed in an automatic email reminder?

    Posted 09-22-2018 01:42
    You can use a Subscription Report to fire every day but the report being used would be set to have a filter which is true on the date you want it to fire. Subscriptions by their nature always allow you to specify the report being used.


  • 6.  RE: How do I change which fields are displayed in an automatic email reminder?

    Posted 09-24-2018 16:06
    Thank you both for the recommendations.

    The Reminders are nice due to needing to send an email 10 days after the date in three different date fields, but only limited info needs to be sent.  Easiest would be to have the option to select a specific report for reminders.

    I'll see if I can make it work via Subscriptions or some other means.


  • 7.  RE: How do I change which fields are displayed in an automatic email reminder?

    Posted 09-24-2018 16:39
    And... I got it to work with Subscriptions as described above.  Thanks!