Setting up a Reminder to trigger a certain number of days if the date field remains blank
Hi all,
I'm not seeing what I need in the reminder notification functionality so I'm hoping for some advice. Here's the 411:
We have a service request form that is submitted by a member of our company to our Talent Development team when that member needs our assistance with a project.
When we review these requests as a team, we assign them to one of our team members [Assigned Employee].
We are also asking our [Assigned Employee] to document the date that we respond to the requestor [Response Date].
But, as with new processes, our team members forget to document the date they responded, and so I want to trigger a reminder to them that when [Reponse Date] remains blank for X number of days, send a reminder email to [Assigned Employee].
Reminders do not allow me to choose the [Assigned Employee] field, even though in a Notification, I am able to choose the field. So I was looking into creating a notification but can't wrap my brain around how to qualify when the notification needs to be sent.
Thank you in advance for your collective minds!
------------------------------
Trace Symonds
Instructional Systems Designer
Presbyterian Healthcare Services
Albuquerque, NM
2021-2022 QuickBase Customer Council
------------------------------
I'm not seeing what I need in the reminder notification functionality so I'm hoping for some advice. Here's the 411:
We have a service request form that is submitted by a member of our company to our Talent Development team when that member needs our assistance with a project.
When we review these requests as a team, we assign them to one of our team members [Assigned Employee].
We are also asking our [Assigned Employee] to document the date that we respond to the requestor [Response Date].
But, as with new processes, our team members forget to document the date they responded, and so I want to trigger a reminder to them that when [Reponse Date] remains blank for X number of days, send a reminder email to [Assigned Employee].
Reminders do not allow me to choose the [Assigned Employee] field, even though in a Notification, I am able to choose the field. So I was looking into creating a notification but can't wrap my brain around how to qualify when the notification needs to be sent.
Thank you in advance for your collective minds!
------------------------------
Trace Symonds
Instructional Systems Designer
Presbyterian Healthcare Services
Albuquerque, NM
2021-2022 QuickBase Customer Council
------------------------------
