Pipeline when Field hits 7
Hello! I am trying to create a pipeline that emails the record owner when the "Days Since Last Touch" hits 7. I want it to send this email without me creating, editing or deleting the record. Is this...
Forum Discussion
Thank you for the quick response. My team actually does want a separate email for each record.
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Kirstynn Rowe
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MarkShnier__You
Qrew Legend
Qrew LegendOK, np,
1. Make date field called [Date/Time to trigger 7 Day Touch Notification].
2. Make an email Notification which goes to the user in the field [Record Owner] and trigger when that field [Date/Time to trigger 7 Day Touch Notification] changes.
3. Make a Pipeline which will search all Tasks where the [Days since last touched] is 7 and then a For Each loop to populate the field [Date/Time to trigger 7 Day Touch Notification] with the Jinja expression {{ time.now }}
Initially you can set up the Notification to go to you. Then run the Pipeline and get the email notification tested. Then change the Notification to go to the Record Owner and edit the pipeline to schedule it to run each morning at say 8:00 am
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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