Forum Discussion

frnmj's avatar
frnmj
Qrew Member
2 years ago
Solved

How to properly set up email reminder

Good day! Is there a way to automatically send emails to all records that are 21 days past the [File Date] field? As far as I know, emails only get sent out when a record is modified or added. If it's...
NotificationsEmail
Pipelines
  • MikeTamoush's avatar
    MikeTamoush
    2 years ago
    Oh, in that case you will need to make formula checkboxes to check if today()>[File Date] + Days(21).

    Then setup a pipeline to search every night for anything where that is checked, and then modify a field on that record (maybe just put the current date in a text field).

    Use that field modification to trigger a notification, and set the notification to open. You are basically tricking the system and using a notification as a reminder.

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    Mike Tamoush
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MikeTamoush's avatar
MikeTamoush
Qrew Commander
Oh, in that case you will need to make formula checkboxes to check if today()>[File Date] + Days(21).

Then setup a pipeline to search every night for anything where that is checked, and then modify a field on that record (maybe just put the current date in a text field).

Use that field modification to trigger a notification, and set the notification to open. You are basically tricking the system and using a notification as a reminder.

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Mike Tamoush
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frnmj's avatar
frnmj
Qrew Member
2 years ago
Thank you so much for your input! Seems doable to me. Now I'm wondering if there's a possibility that it might send it multiple times for the same record.

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frnmj
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  • MikeTamoush's avatar
    MikeTamoush
    Qrew Commander
    2 years ago
    Good point. You will need to be sure your checkbox is only checked on the one day you want it to be, then unchecks the next day. So probably: today()=[File Date] + Days(21).

    Or something of the sort. Whatever rule checks your box ONLY on the day you want the notification to fire.

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    Mike Tamoush
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    • JoeAcunzo__Soft's avatar
      JoeAcunzo__Soft
      Qrew Trainee
      2 years ago

      frnmj - I have a Quickbase add-on service called SmartEmailReminder for Quickbase that will do exactly what you want.  Contact me at the email below for more details.  You can also visit http://www.softtechexperts.com/smartemailreminder.html to view a video demo.



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      Joe Acunzo (SoftTechExperts)
      Quickbase Partner
      joe.acunzo@SoftTechExperts.com
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