Auto trigger follow up reminder email

[Sathya10]

Hi All, 

I'm working on a requirement where a reminder needs to be sent to the assignment group 1hr 15 mins (75 mins) before the follow up date. I was able to achieve this by using a schedule job that runs every second doing the following:

1) Query the incident table for open tickets that have a follow up date time in the future.

2) Compare the current date time with the follow up date time and check if the difference is within the average time window for processing the query. 

3) If yes, create the event that sends out the notification. 

Can someone please advice if this is the best approach to the requirement. If not, can you please advice on what will the optimal approach.  

[Anil Lande]

Hi,

Yes, using scheduled job is one of the approach to send follow-up or remainder notifications.

Also you cat try to adapt the same functionality by using Flow Designer. With the help of Flow designer you can achieve same results with No/Low code.

Thanks,

Anil Lande

[Dylan Mann1]

My recommendation would be, whether you use the scheduled job or flow designed, to avoid running this every second as you run the risk of performance issues depending on the size of the Incident table. There's a chance the script is already running again before the first one is finished.

Maybe you could try every minute, 5 minutes or 15 minutes. I suppose it depends on how exact you need the timing of this notification to be.

[Periyasamy P]

I think, it will be more load for system to query all open records with follow up date and compare date difference. Please define your query in more effective way and just create event and sent notification. And also consider you job frequency (Every 10 or 15 mins). Just for ex,