Send a form once 2 weeks after date shipped

We send samples to our (potential) customers and we want to send a brief update form to the contact in the email to understand the success of the sample.

We want this form to be sent once and 2 weeks after the date shipped.

I tried investigating notification but I can't limit the notice to send once and on changing dates.

Is a workflow possible? Or do we have to have trigger to our email and do it manually?

Thank you

Jackie

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Comments

Andrée Starå

Hi Jackie,

That workflow is possible!

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Paul Newcome

You could have a helper column that will add 2 weeks to the shipped date and then set up an update request to send on the date in that helper column.

jackie_t23

thank you!

that is exactly what i did.

thanks to Andree too.

Andrée Starå

Happy to help!

Best,

Andrée

Paul Newcome

Happy to help.

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