I don't currently have access to a Clarity environment so I can't test this, but from memory you have 3 options (using the Classic UX, I can't speak to the Modern UX):
1. I'm pretty sure you can create a process on the Idea object which triggers when the Start Date gets to 90 days out. I think there are fields in the process design screen to set the trigger (90 days out) and the action to take (notification to users).
2. You can create a process on the Idea object which triggers includes a GEL script to send a custom email to specific users or participants.
3. You can create a process which is not attached to an object, but runs across all Ideas looking for those where the Start Date is 90 days out, and sends a custom email to a set of users or groups detailing all of those Ideas.
As I say I don't currently have access to a Clarity environment to provide examples of these, but any or all of them should work depending on your requirements.
Original Message:
Sent: Sep 16, 2022 11:41 AM
From: Sofia Katchi
Subject: Generate a notification (email) when the Start Date of an Idea is within 90 days
Hello.
Our intake process is via Ideas. The user then continues to complete the Idea form and then submits it for approval.
We have a business need to send an auto-generated email to all Idea owners where the Idea Start Date is within 90 days to remind them to perform certain activities.
I was thinking of creating a Job (i have no experience with this), but after reading through Broadcom technical docs, I'm not sure if this is the best route. Any ideas from this forum?
Thanks.