Email Reminders Based on an Email Field
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 i...
Forum Discussion
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?
If you need to send to an email in a field, best way I can think of would be if you can use Pipelines:
- In the "Notifications, subscriptions, & reminders", create a new Notification
- Set permission type to Open
- In Notify Whom, set to the email field
- In Notification when, set to when record is modified
- Create a formula that checks if it's 6 months before your date field, and if so, return true. Then you can have a Pipeline that either runs daily to check records where true and modify some other checkbox to trigger the notification.
If no Pipelines access, the next best thing is maybe in the "Notifications, subscriptions, & reminders", you can use the reminder to send to an email in a field. The reminder can be configured to be a certain number of days before the date field you have, say 180. But reminders can only be sent to registered users, so I think you would have to make a ghost user account possibly for an individual or group and control the emails there. Maybe the ghost user part can be automated with the API depending on how far you/someone wanted to go with this approach.