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.
Hi @noor_farjad and welcome to the community!
Yes. You can do this with an automation rule:
"Next Engagement Date" >= StartOfDay() AND "Next Engagement Date" < startOfDay(1)
Thanks!
Can this be done without the code? I was trying to create the rule from Project Settings > Automations > Rules
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Yes, it's all just a configuration. Your rule is literally just those two steps.
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Happy to help!
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