We need to send periodic emails to user/contact considering below fields
1. Start Date: 05/05/2021
2. End Date: 20/07/2021
3. User1: Lookup field on user
4. Contact: lookup field on contact
5. Period: Picklist (Weekly/Monthly/WQuartrly/Yearly)
When I entered all above field values and depending on Period value i want to send email reminder to selected contact and user up to mentioned End Date. How can i do that??
6 answers
Hi Nilesh,
You can create a formula number field(EmailDate) in the object with following formula
CASE(Period__c,
'Weekly', MOD(startdate - TODAY() ,7),
'Monthly',MOD(startdate - TODAY() ,30),
'Quartrly',MOD(startdate - TODAY() ,90),
'Yearly',MOD(startdate - TODAY() ,365),
,1)
Then create a schedule flow which runs everyday at a set time (say 1 AM). which picks all records in the object with End date > today and EmailDate = 0 then sending email to given user is easy.
