How to send notification in flow based on a start date

H_22
Tera Contributor

Hi All

 

I have a requirement to send a notification on the start date for a request and then if there has been no update on the requested item or task after 7 days then it sends a reminder. 

Can anyone please advise

 

Thanks 

2 REPLIES 2

Aman Kumar S
Kilo Patron

Hi @H_22 ,
1. Navigate to the Flow Designer application and create a new flow.
2. Add a trigger to start the flow when a request is created or when the start date is reached. This will initiate the flow when a new request is submitted or when the start date for an existing request arrives.

3. Use a "Get record" action in the flow to retrieve the details of the request based on the trigger event. You will need the request ID or any other unique identifier to fetch the request details

4. Use a "Calculate Date" action to determine the due date for the reminder. Add 7 days to the start date of the request to get the reminder date.

5. Check for updates: Add a "Check condition" action to compare the current date with the reminder date. If the current date is equal to or greater than the reminder date and there have been no updates to the request, proceed to the next step.

6. Send the reminder notification: Use a "Send Notification" action to send a reminder notification to the relevant parties. Configure the notification content and recipients based on your requirements.

 

Best Regards
Aman Kumar

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