Forum Discussion

frnmj's avatar
frnmj
Qrew Member
2 years ago
Solved

How to properly set up email reminder

Good day! Is there a way to automatically send emails to all records that are 21 days past the [File Date] field? As far as I know, emails only get sent out when a record is modified or added. If it's not yet possible, I will highly appreciate any similar workarounds. Thanks in advance!

------------------------------
frnmj
------------------------------
NotificationsEmail
Pipelines
  • MikeTamoush's avatar
    MikeTamoush
    2 years ago
    Oh, in that case you will need to make formula checkboxes to check if today()>[File Date] + Days(21).

    Then setup a pipeline to search every night for anything where that is checked, and then modify a field on that record (maybe just put the current date in a text field).

    Use that field modification to trigger a notification, and set the notification to open. You are basically tricking the system and using a notification as a reminder.

    ------------------------------
    Mike Tamoush
    ------------------------------

6 Replies

Sort By
  • MikeTamoush's avatar
    MikeTamoush
    Qrew Commander
    2 years ago
    You can use a reminder for this (versus a notification). This will send out a report to whatever users you choose, with records that are so many days past a certain date.

    ------------------------------
    Mike Tamoush
    ------------------------------
    • frnmj's avatar
      frnmj
      Qrew Member
      2 years ago
      I tried that but it only works on Quickbase registered users. The email reminder I'm working with will be sent to clients and their corresponding email addresses.

      ------------------------------
      frnmj
      ------------------------------
      • MikeTamoush's avatar
        MikeTamoush
        Qrew Commander
        2 years ago
        Oh, in that case you will need to make formula checkboxes to check if today()>[File Date] + Days(21).

        Then setup a pipeline to search every night for anything where that is checked, and then modify a field on that record (maybe just put the current date in a text field).

        Use that field modification to trigger a notification, and set the notification to open. You are basically tricking the system and using a notification as a reminder.

        ------------------------------
        Mike Tamoush
        ------------------------------