Send an email when a date is reached
I have a app to manage all my annual agreements. I would like an email to my management staff when 90 days is reached (later at 60 and 30) to remind them an agreement is expiring. My problems are a...
Forum Discussion
Maybe the solution is to create a report of agreements with a Next Due Date in less than 90 days and email that report?
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Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
IT Director City of New Braunfels
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Reports created and subscriptions made. Just needed to keep exploring.
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Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
IT Director City of New Braunfels
------------------------------The option really just comes down to format. The most basic and simple solution is a subscription. You make a report of the data you want and have that sent out to your users. A subscription will embed that report as part of the email and it includes whatever fields are on the report.
If you need something where it sends an email for each record individually you'll need to leverage Pipelines and have it monitor for records that meet your criteria and then edit the record in a way that it sends a notification instead ( a modification to the record ). This is an example where you could make a formatted email with specific calls to action & style.
With how you described it though I would recommend a report + subscription to start though.
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Chayce Duncan
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