Forum Discussion

RameshSingh's avatar
RameshSingh
Qrew Member
2 years ago

Quickbase Reminder Help

I have a start date and end date. I want to send reminder or notification every week between them. Any ideas would be helpful



------------------------------
Ramesh Singh
Ramesh
------------------------------

7 Replies

  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew #1 Challenger

    You can just set up a report where the start date is less than or equal to today and the end date is on her after today. That will give you a list of the records that are in  Active reminder condition.

    Then set up a email Subscription  on that report to go to the correct people.

    if in fact, the reminders are for different people and the reminders are assigned to a user, then you can make a report of my active reminders where the remind who field is the current user and send that subscription to a whole bunch of users. Each user will only get their own reminders on their version of the report received.



    ------------------------------
    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
    ------------------------------
    • RameshSingh's avatar
      RameshSingh
      Qrew Member

      But the start date and end date is already having values.These accounts have start date and end date. I was looking in a way to remind every week between start date and end data to stakeholders. I thought this was possible in QB, but couldn't see anywhere. 



      ------------------------------
      Ramesh Singh
      Ramesh
      ------------------------------
      • MarkShnier__You's avatar
        MarkShnier__You
        Qrew #1 Challenger

        OK, let take this step by step.  Let's just try to build a report where the
        all of
        [start date] "is on or before" today 
        [end date] "is on or after" today 

        Let me know if you have successfully create that report which lists active accounts.



        ------------------------------
        Mark Shnier (Your Quickbase Coach)
        mark.shnier@gmail.com
        ------------------------------