Day based Reminder
Hi there ;
İ would like to set a workflow as below ; how can i manage ?Could you help me pls
i have a date column named "date" and i have one more column named " material" ;
i want that system will send an alert according to below rules :
--Alert will start 2 weeks later from date column
--İf material column is blank send this alert every week on monday with never end , reminding couls stop when material column will be blank.
Thanks for your kind supports
Erhan
Best Answer
-
The way to do this is to set a Date-Based Workflow, see: Create a Time-Based Automated Workflow.
You will want to set a custom recurrence, sending every Monday:
Then set a Condition Block in your workflow to look for a Date in the Past, but that's not within the last 14 days, and also that the other column is Blank. See: Condition Blocks: Filter What Your Automated Workflows Send
Let me know if this works for you!
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Answers
-
The way to do this is to set a Date-Based Workflow, see: Create a Time-Based Automated Workflow.
You will want to set a custom recurrence, sending every Monday:
Then set a Condition Block in your workflow to look for a Date in the Past, but that's not within the last 14 days, and also that the other column is Blank. See: Condition Blocks: Filter What Your Automated Workflows Send
Let me know if this works for you!
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 441 Global Discussions
- 139 Industry Talk
- 471 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 68 Community Job Board
- 495 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives