Automation alert- Receive a notification about MaxVal six months before its renewal date.

Hi there,

I wanted to confirm if my automation is correct.

Alert Goal: Receive a notification about MaxVal six months before its renewal date.


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Best Answer

  • jason.smith2
    jason.smith2 ✭✭
    Answer ✓

    Hello,

    The condition is correct, however the trigger is not.

    The example you provided will only check the condition when the row is first added or if it is changed, and only if it meets that condition will an alert be sent. If no changes are made to the row, but the 180 days condition is met, there will not be an alert sent.

    Set the trigger to When a date is reached, then select Custom, select the days you would expect someone to receive an alert, select the time you would like the alert to be sent after selecting the days.

    This will then check every day whether the condition is met and, if so, send the notification.

    However, this also means that each day you select in the Custom trigger, the automation will continue to send the alert until the 180 days is no longer a factor. It would be a good idea to have a helper column that can be checked to show that the person did receive the notification or set another condition for if the Agreement End Date is not within the next 175 days (as an example), ensuring the person receives only a few notifications.

Answers

  • jason.smith2
    jason.smith2 ✭✭
    Answer ✓

    Hello,

    The condition is correct, however the trigger is not.

    The example you provided will only check the condition when the row is first added or if it is changed, and only if it meets that condition will an alert be sent. If no changes are made to the row, but the 180 days condition is met, there will not be an alert sent.

    Set the trigger to When a date is reached, then select Custom, select the days you would expect someone to receive an alert, select the time you would like the alert to be sent after selecting the days.

    This will then check every day whether the condition is met and, if so, send the notification.

    However, this also means that each day you select in the Custom trigger, the automation will continue to send the alert until the 180 days is no longer a factor. It would be a good idea to have a helper column that can be checked to show that the person did receive the notification or set another condition for if the Agreement End Date is not within the next 175 days (as an example), ensuring the person receives only a few notifications.