I have created a custom object "Assigned tasks" that works like tasks such that it has due date, status, subject, priority e.t.c. This custom object "Assigned tasks" is a child object to case object. Case object has a date/time field called "Event start date".
I want to send daily email alerts/reminders for the pending tasks(status=pending) starting from 20 days left to event execution until the event day. So in total 20 reminders, each on one day. I know there is an option to schedule email alert through time-based workflows, but I don't seem to find any option that says daily, it either says 'num of days' 'before' or 'after' a particular date. Any idea how can I achieve this?
Thanks
Best Answer
Create a field in
Assigned task
object calledReminder Date
.When the record is created then update
Reminder Date
as =Event Start Date - 20
with workflow field update.Create a workflow rule based on
Event Start Date > Reminder Date
with other criteria like status is not closed.Create a time-dependent workflow like
1 hour after Reminder Date
. Here you will send an email and most importantly, updateReminder Date
field to next date.System will compares the dates and every day until Event Start Date it will send reminders.
Flow will look like this: