Email Reminders Based on an Email Field

Question

Hello,I need to set up a reminder/notification/email or something in Quickbase that sends an email 6 months before a date stored in a record. The reminder should go to:• The email address in the record’s email field (this person may not have a Quickbase account)• A fixed list of additional recipients who are always the same, regardless of the record.How can I do this?Thanks! Meagan

Denin · Answer

One way could be to use Pipelines to modify the record 6 months before the date (just make a new checkbox field to modify for example) and have a custom notification set up to send if record modified and that checkbox field is set.

Another way could be to create a "6 months before date" checkbox formula field. Create a report that filters to where that is true. Then set up a subscription to that report, it will only send when there's something true by default. If you need to send to non-QB users, you could have a group email and make a ghost account on the install that sends to that group email.

Probably some other tricks, but those are the two simplest ideas I have.

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