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Question

Question

Send email reminder based upon Last Modified Date?

asked on April 23, 2015

So I'm trying to figure out how to do this. Here's the scenario.  Case worker comes back to the office and "checks in" documents they've had in the field.  I would like to be able to have an email be sent to the case worker 3 months from when they check the document back in so that they know they have to review it.  I'm fine if they get an email for each document needing reviewed, but I'm having a tough time understanding how to use the Date Token Calculator and what to do with it to accomplish my task.

 

Thanks!

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Replies

replied on April 23, 2015

It might be easier to just record the check-in date on the document. Then have a scheduled workflow that runs every day, searches for the documents checked in 90 days ago and emails the user a list.

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replied on April 23, 2015

Hi Daryl,

 

Do you think this would work?

 

And step one is to wait for 90 days:

Before putting into production I'd add a starting rule to limit the path so not every entry gets an email sent after check-in :)

 

Cheers,

Carl

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