Need to create a date based reminder
Hello, I have a start date field in my Position table. I need to create a reminder that sends an email to the email address in the Supervisor Email Address field 30 days before the start date in t...
Forum Discussion
Hi Paul,
Thanks for responding! Would that be a separate field that I am creating and that is what I would use? or is that something I would embed in either the notification or reminder?
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Andrea Johannes
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Thanks for responding! Would that be a separate field that I am creating and that is what I would use? or is that something I would embed in either the notification or reminder?
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Andrea Johannes
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Yes, it would need to be a new field. And looking at the Reminder setup options, you could omit the "- Days(30)". Suppose you name the new field Anniversary Date, when you create the reminder set it to Remind When 30 days Before the date in the field Anniversary Date.
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Paul Peterson
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Paul Peterson
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- Thank you Paul! I was able to create a field using that formula and it's working great. Now I need to be able to send an email to the email address in the superivsor email field. The reminder won't let me do that - and the notification requires something to happen to the position record in order to fire. Is there another way to generate that email to the email address in the supervisor field other than using reminders or notifications?
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Andrea Johannes
------------------------------- You can create a formula - user field, Reminder User, and use this formula to convert the email to a user:
ToUser([Supervisor Email])
Then in the reminder for Remind Whom select "The user listed in the field: Reminder User"
If you want to send a notification instead, you can create a Formula - Checkbox. Depending on which of the options you used above. If you used the Anniversary Date idea, the formula checkbox would be:
[Anniversary Date] - Days(30) = Today()
If you used the first suggestion to calculate the reminder date your formula would be:
[Reminder Date] = Today()
You will need one more checkbox field, say Trigger Notification.
Then create scheduled a pipeline to run every night (ok, early morning. I normally schedule mine to run around 2:00 am) that will search the table for any records with a check in your formula checkbox. In the Do loop, update the record to add a check in the trigger notification checkbox and have your notification fire when the trigger notification checkbox is checked. You will need one more step to get ready for next year. Do another search, this time search for records with both the formula checkbox and the trigger notification checkbox checked. In the Do loop, update the record to remove the check from the trigger notification checkbox. Without that step the notification will only be triggered on the first year.
I think the reminder method is much less work.
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Paul Peterson
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