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1 Atsakyti
4500 Rodiniai


 

Portretas
Atmesti

Looking the same here (subscribed).

Best Answer

Read the Response to this Question and at Step 2 select your model (the model defined in your custom module) and the related date field.

Portretas
Atmesti

@Med that looks perfect! Could you also trigger this kind of e-mail action with a non-date field? For example send an automated e-mail on the creation of a lead? Is the concept the same then?

You can use the same solution by selecting Lead/opportunity as Document Model and Creation Date as Trigger date.

Works like a charm! Thanks Med. Accepted & upvoted your answer.

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