Forum Discussion

TraceSymonds's avatar
Qrew Trainee
3 years ago

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

1 Reply

  • @Trace Symonds

    As long as the [Assigned Employee] is a user field, you should be able to select it in a "Reminder" email.

    If [Assigned Employee] is an email field, the only "Permission Type" capable of sending to an email field is an "Open" one. Reminders don't have a "Permission Type" setting, so I don't think this is possible.

    If that is the case, a solution could be to create a table that holds a recipient (email field), subject (text field), and body (Rich Text Field) and then set up a pipeline that will create a new record based on the trigger you defined.

    You could then configure a "Open" notification to send to the email in [Recipient] whenever a record is created in that table.

    Basically, your own little notification engine built on Pipelines.

    Justin Torrence
    Quickbase Expert, Jaybird Technologies