Hello,
I need to set up a reminder/notification/email or something in Quickbase that sends an email 6 months before a date stored in a record.
The reminder should go to:
• The email address in the record’s email field (this person may not have a Quickbase account)
• A fixed list of additional recipients who are always the same, regardless of the record.
How can I do this?
Thanks!
Meagan
One way could be to use Pipelines to modify the record 6 months before the date (just make a new checkbox field to modify for example) and have a custom notification set up to send if record modified and that checkbox field is set.
Another way could be to create a "6 months before date" checkbox formula field. Create a report that filters to where that is true. Then set up a subscription to that report, it will only send when there's something true by default. If you need to send to non-QB users, you could have a group email and make a ghost account on the install that sends to that group email.
Probably some other tricks, but those are the two simplest ideas I have.
Thanks for this. The biggest part I am not sure about is how to send the reminder to an email in an email field. Any thoughts on that?
Qrew LegendI agree with Denin and that you will have to do this with a notification and not a Subscription. Notifications can go to any email address, but subscriptions can only go to users in your app.
So what you do is you create a formula field on the record that calculates to be true if today is the day that the reminder needs to be sent. Then you have a scheduled pipeline which does a daily search for these records due to be sent and what I typically do is update a date time field to the current date time in the pipeline box. {{time.now}}, thus triggering the Notification.
I forget offhand if the new custom emails will send to non-user email addresses, but certainly if you create a legacy style notification and right at the very top say that it is an OPEN notification, then in the box as to who gets notified, you can actually carefully hand type the field name holding the email address. For example.
[my email recipient]
And in that same box, you can also list vertically in the other hard coded email addresses you want to receive.
so it will look like a vertical list in the box
[my email recipient]
