+3Hello! I am trying to create a pipeline that emails the record owner when the "Days Since Last Touch" hits 7. I want it to send this email without me creating, editing or deleting the record. Is this possible??
+22Well, it's possible, but why don't we start with a simpler solution which will be friendlier to the user's email in box.
If you make a report of My Touch Dates now 7 Days old where the filter
has the issue as open
and the days since last touch date is 7 days
and the [Record owner] is the current user.
Then Subscribe all users in some Role or all users to receive that report to come daily.
I really do want to use your to get an email on every individual record then please post back and I can walk you through how to do that with a pipeline and an email notification. But I was just thinking that if the user has 10 records on the report they really don't want to get 10 separate emails.
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