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frnmj's avatar
frnmj
Qrew Trainee
4 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!

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frnmj
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  • MikeTamoush's avatar
    MikeTamoush
    4 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.

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    Mike Tamoush
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7 Replies

  • MikeTamoush's avatar
    MikeTamoush
    Qrew Elite
    4 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.

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    Mike Tamoush
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    • frnmj's avatar
      frnmj
      Qrew Trainee
      4 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.

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      frnmj
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      • MikeTamoush's avatar
        MikeTamoush
        Qrew Elite
        4 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.

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        Mike Tamoush
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  • amritash01's avatar
    amritash01
    Qrew Member
    4 months ago

    Hi Everyone,

    I have a similar issue with the reminder functionality. I have setup the reminder and it is working fine however there is a big long report which pulls all the field from the table and then attach it with the email. I could not find a way to set teh message category to text rather than HTML which is pulling the all the field as a report. Please advise