Email Notification with custom field

Shabharinath Talluri

I have a custom field named “Reminder Date” that is set when a checkbox is marked. I want an email notification to be sent automatically when this date is reached.

Example: - I have a checkbox marked, and a custom field (Reminder Date) is set to 14 days from when the box is ticked. An automatic email will be sent to the recipient when this date is reached.

Note-Please note that the due date is already in use. Therefore, I want the reminder date to be set before the due date.

 

Theodoro Reato

Hi Shabharinath,

Unfortunately, this automation isn't possible. We don't have triggers for when a date on a Custom Field is reached to trigger this email,

I'm sorry, but at the moment you'd be able to trigger an email on a certain date using the Scheduled tab, or the triggers available on the Rule tab.