Alerts for no actions

Question

So I have become familiar with alerts and notifications. I have something set up to alert the owner of the company when someone checks a box. I've tested it and it works.

My question is, can an alert be set up for when something is not done. For example, if a bill is overdue can an alert be triggered that a box was not checked by a certain date?

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Jeremy Silvia
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KevinHaigler · Answer

Hey Jeremy,To my knowledge, passive changes (like a due date becoming less than a current  date) cannot trigger an action/automation.However, one thing I did for a similar situation was set up a pipeline to search for any records where Due Date is before today, and scheduled it to run daily, or whatever frequency you need. Then have the pipeline set a checkbox field. On that checkbox field you can set a notification, as that would be a recognizable event for notifications.Hope this helps.------------------------------Kevin Haigler------------------------------

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