System generated email
Is it possible to have a record view or a partial record view sent based on a point in time? For instance, 3 days before something is due or scheduled to occur, an email with certain fields from a particular record is sent to an email address linked to that record.
Tiffanie S. commented
Thank you for submitting a question to the TrackVia Knowledge Base. Notification emails would not get triggered based on the passage of time, such as "3 days before today". That said, one option we would recommend is setting up a Scheduled Report/Share on a View and applying a Filter to only show records that are "after or equal to 3 days before today", to trigger an email at the frequency options available, for example, daily or weekly.
If you would like the emails to get sent to the list of addresses that are specified on each record within that View, a great option to achieve this automation would be utilizing our Integrations platform Workato. Workato offers a wide variety of functionalities, as well as sophisticated error handling tools allowing for more seamless processes. If it is something your Organization might be interested in, I would recommend looking into the resources below and reaching out to your Account Manager here at TrackVia for further details:
If you have any additional questions, please do not hesitate to reach out to firstname.lastname@example.org or call in to our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.