4 Replies Latest reply on Aug 9, 2014 9:49 AM by RichardColwell

    Email automatically sent based on date field

    JessicaThompson

      Title

      Email automatically sent based on date field

      Post

           Okay, I know how to create a script to send email, but not exactly how to do it in this situation.

           We have a field that will have a start date for a product that expires in one year. We want to automatically receive an email one month before it expires. So if the start date is 12/19/2013, an email should automatically go out on 11/19/2014.

           Any suggestions are greatly appreciated.

        • 1. Re: Email automatically sent based on date field
          philmodjunk

               A calculation field with Date specified as its result type can be defined as:

               Date ( Month ( StartDate ) - 1 ; Day ( StartDate ) ; Year ( StartDate ) + 1 )

               A script scheduled to run once a day can perform a find specifying today's date in this calculation. If any records are found, the script can send out an email.

          • 2. Re: Email automatically sent based on date field
            JessicaThompson

                 Fantastic. Thank you so much for writing that out. The calculation field is working.

            • 3. Re: Email automatically sent based on date field
              JessicaThompson

                   Hi, I am working on writing the script so an email is sent out if the reminder date is the same as the current date. I know how to do that part, but do not know how to set the script to run daily so it checks every day to see if those two dates match. Thanks for your help.

              • 4. Re: Email automatically sent based on date field
                RichardColwell

                     Your comments maybe able to help us as we have found this thread and it is pretty close to what we are trying to acheave.

                     We are very new to Filemaker and are having a couple of problems getting to understand automating tasks. We wish to send out emails at specified dates through our order process. Confirmation of order, then invoice and them payment receipt etc. So we can input our clients details on once and then Filemaker takes over and send out the required layout on a specific date.

                     Filemaker should be able to do this we think, but although we can click on the send email button we can't see how to have this action triggered by a date. We are not coders and so talk of scripting and calculation fields is very off putting. Any help would be most welcome. Thank you in advance.