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Send email notification when date is reached

riaz_mansuri
Kilo Guru

Hi,

I want an email to be sent when a specific date field has reached 30 days before the actual date.

I have set this on the contracts table but is it not working, does anyone know a script I can use?

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The field is a date field called u_review_date

When this is less than 30 days away and email notification should be triggered.

Any ideas?

Thanks

1 ACCEPTED SOLUTION
23 REPLIES 23

Sorry if I wasn't clear.. So say they are looking at a service request. They want to type a comment in Work Notes. They would like to have a 'when to send' date field next to the Work notes text box. So when they click Save, the email goes out on the date specified. Is there such a thing as a 'when to send' date field that I can add to the form? Thanks, Rita


Thanks for the clarification Rita. There's no feature like that today, but it could be built pretty easily by adding a date/time field.



Take the current notification and check if the field is empty. If so, send now. If not, use a scheduled job to check for records with that date and trigger a custom event that sends the notification.



This may be helpful on the scheduled job part: Scriptless Scheduled Jobs


Hi Chuck,

 

 

Similar case i have is like a date/time filed i have on INC form i.e next communication field . I need to trigger an email ON THE DATE AND TIME SELECTED BY THE USER. Let me know if this can be done and how>? im stuck up with this since long and unable to find a solution.

 

Regards,

Ren

Same answer - timer activity on a workflow. If you want to have the system do something based on a date/time field on a form, then there's your easiest answer.