Forum Discussion

ZintJoseph's avatar
ZintJoseph
Qrew Captain
7 years ago

I need to trigger a notification on a date change in a date field

Here is the scenario A new project is setup but no scheduled date is entered A PM comes into the project and enters the scheduled start date A change to that date occurs after it is entered I ...
NotificationsEmail
Laura_Thacker's avatar
Laura_Thacker
Qrew Commander
7 years ago
Joey - I would build a child table to capture the history of changes.  Trigger notifications each time a new date is created by the automation/webhook/qb action; pointing back to the parent-record.  This way you get a true-history of the changes as well.

Snapshots only work on lookup fields; and only when a record is created.
  • ZintJoseph's avatar
    ZintJoseph
    Qrew Captain
    7 years ago
    Thanks Laura....I have started down that path but went down the path of first creating a record for a when a project is created and then change that record. I have a max/min set of fields looking at the related date changes....I will revamp this as the first step is to create a project with a blank date so maybe I take that out and just have it create the record when the date is populated/repopulated each time.
  • Laura_Thacker's avatar
    Laura_Thacker
    Qrew Commander
    7 years ago
    If you create a new one each time; the trigger will be more effective on the email and you get the benefit of the history in an easy to see embedded report; rather than a text-append type of visual.