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How to properly set up email reminder

  • June 13, 2022
  • 0 replies
  • 422 views
Good day! Is there a way to automatically send emails to all records that are 21 days past the [File Date] field? As far as I know, emails only get sent out when a record is modified or added. If it's not yet possible, I will highly appreciate any similar workarounds. Thanks in advance!

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frnmj
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Best answer by MikeTamoush

Oh, in that case you will need to make formula checkboxes to check if today()>[File Date] + Days(21).

Then setup a pipeline to search every night for anything where that is checked, and then modify a field on that record (maybe just put the current date in a text field).

Use that field modification to trigger a notification, and set the notification to open. You are basically tricking the system and using a notification as a reminder.

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Mike Tamoush
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  • MikeTamoush
  • Registered
  • June 13, 2022
You can use a reminder for this (versus a notification). This will send out a report to whatever users you choose, with records that are so many days past a certain date.

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Mike Tamoush
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  • amritash01
  • Registered
  • February 6, 2026

Hi Everyone,

I have a similar issue with the reminder functionality. I have setup the reminder and it is working fine however there is a big long report which pulls all the field from the table and then attach it with the email. I could not find a way to set teh message category to text rather than HTML which is pulling the all the field as a report. Please advise

 

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