How to set an email notification when expiring/end date is approaching?

skendy
Tera Expert

Hi,

I have a custom table which is in relationship with the pm_project table.

It populates the alert (a kind of critical issue) for the project. The alerts have also two fields: start date & end date.

How to create a notification rule (email type) to let the specific user that the end day is approaching?

I read this similar thread (Knowledge Base Article Expiration Notification), but I wanted to ask if there was any way without event scripting...

Thanks,

Skender

1 ACCEPTED SOLUTION

Form the query on the table and filter and get the sample results.. Once done, copy the query and make use of it in a encoded query.


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18 REPLIES 18

Kalaiarasan Pus
Giga Sage

Thank you Kalaiarasan,


But, the problem is that I cannot add any more custom fields on the table form (client specific business request in order to keep the form clear).


Otherwise, which is a script-oriented alternative?



Skender


What if I put the (Email Notification) condition 'When to send':


end_date between Today and the next week (in case I wanted to send emails for alerts expiring in the next 7 days)?



I am not sure if 'Today' is a dynamic criteria, I mean not a fixed date (the date when the notification is set)?


One question: The reminder field should have a manual value?



I worked on the Email notifications and the scheduled reports,


but the problem is to send the email only to the owner of the alert (which reference field exist in the alert form) and not to 'fixed' users.


It is needed a job to schedule the email notification (and not send it only when an alert is inserted or updated)



Any other help?


Skender