Forum Discussion

AaronZielinski's avatar
AaronZielinski
Qrew Cadet
8 years ago

I'd like to be able to send out an automated email to an employee on the day of their birthday.

I'd like to be able to send an automated email to each employee in our organization on their birthday.  We have their birthdays listed in Base in the format MM-DD-YYYY (04-19-2018).  I'd like this to ...
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GauravSharma3's avatar
GauravSharma3
Qrew Commander
8 years ago
Hi Aaron,

You can create a formula date field and use the below formula. It will show the current date when your birthday falls. Based on this field you can trigger a notification.
Date(Year(Today()),Month([Date of Birth]),Day([Date of Birth]))
Thanks,
Gaurav
AaronZielinski's avatar
AaronZielinski
Qrew Cadet
8 years ago
Thanks Gaurav.  If I have a birthday associated with each individual resource (employee), what's the best way to configure the above formula to trigger off notifications independently to each affected employee?  Thanks for your help.  I'm learning, but am definitely not a super skilled user.