Tasks Notification workaround

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1

Hi all, I’ve had a problem for a while now where I needed to run workflows based on dates, in case it helps anyone I’ve found a way, albeit, a touch amateur and messy :flushed:. If you know of a better solution please do let me know.

In my scenario I want to check if a task is due today and alert the record owner.

I created a new formula field in the task table as below.

IF(DateDue = TODAY(), “yes”)

Then created a workflow to watch this field for an update, theoretically, if the DueDate is today it fires an email off with the details.

Edit Spoke to soon. If a task is created today for a due date 10th March (or any date), it inserts ‘False’ into the field and sends the email :frowning: Anyone know how to not have that formula only update if DueDate is today. So close and still miles off :smiling_face_with_tear:

2

Unless I’m misunderstanding, can’t you add a filter into your workflow to only proceed if your formula field = yes?

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3

Yes, that’s what I missed :slight_smile:

Thank you

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4

Hmmm, this didn’t work anyway, jumped the gun on it :flushed: The workflows wont run unless the field is updated.

So, if I create a task for Friday, the formula is only run when its created.

Back to the drawing board.