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How to create a report based on Expiry Dates

Question asked by hongman on Jan 27, 2016
Latest reply on Jan 28, 2016 by siplus

Hi all

 

I have created a basic Training Matrix table which lists the following fields:

 

trainingID

Name - Dropdown list from Contact table

Q1 (Qualification) - Dropdown List of Qualifications (preset list)

Exp_1 - Date field with conditional formatting (Get ( CurrentDate ) > Training Matrix::Exp_1) - Turns text RED

 

Q2

Exp_2

 

Q3

Exp_3

...

 

Q8

Exp_8

 

The idea is, quite simply, all staff member's qualification's are entered along with the exp date.

 

2 more things I'd like to do with this for now:

 

1. Turn text YELLOW if expiry is due in 90 days

 

2. Run report to show the names of all people who have qualifications expiring in 90 days, or expired.

 

3. Can I make it send an email to alert on condition trigger?

 

How do I do this?

 

Thanks in advance

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