Visual Task Board - Create notification and send to Assigned to

[LooksAtSNow]

Hello

I'm new to the platform, and have a challenge.

I've been asked to find a way to trigger notifications from the Visual Task board to those in the 'Assigned to' field and are approaching their 'Due Date' (72hrs before task is due.)

Is anyone able to point me in the right direction or if it's even possible?
Thank you for taking the time to read.
Tony

[ProdiptoL]

Hi @LooksAtSNow , VTB Task Boards[vtb_board] table store the record of the VTB Boards and then VTB Task Board Cards [vtb_card] table store the record of the cards present in a specific VTB Board, Board is the field which is reference to VTB Board table.

Task field under the VTB Card table will represent the task against which the card is generated. 'Due Date' field will be present under the task record. Due Date field can be different based on the board. I hope this information will help you.

[Josh Pirozzi · Accepted solution]

Hi @LooksAtSNow,

Based on the Table being displayed (VTB Cards), a good approach would be:

• Create a Notification associated to the Table (IE: SC_Task)
  • Configure the initial condition to only send when triggered.
  • Configure the remainder of the layout of the Notification as needed.
• Create a Flow that looks at the same Table
  • Trigger can be
    • Active / is/ True (or State = One of the active states)
    • Due Date / Relative / before 72 hours from now
  • Flow Action for Send Notification
    • Select your notification
    • Add an End Flow

[LooksAtSNow]

Thank you for the really helpful suggestions and where to look as well as why.  Really appreciated.

To accommodate the ask I went Flow Designer
Action: Look up records
Table: VTB Task
Conditions:
Active is true
Due date relative before 'X'
Assigned to is not empty
For Each Item in : Look up tasks>Private Task Records
Action: Look up Records
Table: Visual Task Board Card (vtb_card)
Action: Send Email
To: For each>Private Task Record>Assigned
Body then has some text using pills to identify the task number.