Need Solution for Automated Notifications

Question

Hello All,
Happy St. Patrick's Day!&nbsp; I have a group of people that I need to remind to sign in to a website every 30 days after their last sign-in.&nbsp; I thought I had this all vetted out, but now after I've rolled out the new process, I've noticed one hiccup:&nbsp;
I have a formula checkbox that will automatically check itself when today's date is 30 days after their last sign-in date.&nbsp; This is supposed to trigger a modification notification that then sends them an email with instructions to sign back in.&nbsp; However, the formula checkbox doesn't actually count as "modifying" the record.&nbsp; So, I have to do this manually until I can figure out a fix.&nbsp; Any ideas?&nbsp;
I was thinking I could possibly create a pipeline that modifies a new field -- let's call it "today" date field -- on a daily basis, which I'm hoping would trigger the email to be sent.&nbsp; Anyone have any insight or a similar experience they can relate to?
------------------------------Aidon OlligschlagerFlight Support SpecialistPentastar AviationWaterford MI2482029587------------------------------

markshnier__you · Answer

You are on the right track. I would set up a date/time field called [date/time to trigger email].

Then set up a pipeline to run daily looking for any notifications that are due to be fired today and update that field with the current date/ time
you can use this for the current date and time.
{{ time.today }}------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

aidonolligschla · Answer

Mark,
I had some trouble with the {{time.today}} on the updated records.&nbsp; Some kind of error saying "today() is invalid," so I tried a different approach:
I created two fields:&nbsp; "previous count" and "new count."&nbsp; Previous being a numeric field, and New being a numeric formula field that adds 1 to Previous.&nbsp; I then created a pipeline that updates Previous Count with the New Count daily (effectively counting up by 1 every day).&nbsp; This seems to be working - the record is modified everyday in this regard, so if any one of my checkbox fields are marked, the emails will be sent out accordingly.
Appreciate the help!&nbsp; This is pretty much my first pipeline I've created, and I can see just how helpful this feature can become.------------------------------Aidon OlligschlagerFlight Support SpecialistPentastar AviationWaterford MI2482029587------------------------------

Forum Discussion

Need Solution for Automated Notifications