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Send an email to assignee based on custom date field

noor_farjad

Is there a way to automate sending an email to the assignee once a custom date field (Next Engagement Date) is reached? When the date to engage next = current date that is.

Accepted answers

Mark Segall

Hi @noor_farjad and welcome to the community!

Yes. You can do this with an automation rule:

TRIGGER (Scheduled): Daily

"Next Engagement Date" >= StartOfDay() AND "Next Engagement Date" < startOfDay(1)

ACTION: Send Email

All comments

Mark Segall

Hi @noor_farjad and welcome to the community!

Yes. You can do this with an automation rule:

TRIGGER (Scheduled): Daily

"Next Engagement Date" >= StartOfDay() AND "Next Engagement Date" < startOfDay(1)

ACTION: Send Email

noor_farjad

Thanks!

Can this be done without the code? I was trying to create the rule from Project Settings > Automations > Rules

Mark Segall

Yes, it's all just a configuration. Your rule is literally just those two steps.

noor_farjad

Thanks for the prompt response.

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