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Period duration reminder for a record

Posted on by 867

Hello everyone,

I have created a table called Period that contains a number with units in different types as below:

1638.Capture1.PNG3630.Capture2.PNG
I have added a lookup field to the opportunity entity that is related to the above table and the purpose of it is to set a period duration for a record to remind a user based on the duration set every (X) unit.

I thought about the below:

1. Creating a hidden field to store the date based on the duration specified by the user. (Example: If I set 5 days for the period duration record the hidden field should calculate today()+5)
2. Creating a power automate flow that triggers a daily basis to check if the hidden date for a record matches the right date of today's date the flow will send an email.

3. A scenario that might happen if the user changed the reminder duration for 2 weeks instead of 5 days the calculated field should always calculate today()+14 days.

What is the best way to implement the above scenario to remind a user based on the duration that he specified for his record?
Can please someone advise and provide an example?

Any help is highly appreciated.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Period duration reminder for a record

    Hi EBMRay,

    1. Creating a hidden field to store the date based on the duration specified by the user. (Example: If I set 5 days for the period duration record the hidden field should calculate today()+5)

    3. A scenario that might happen if the user changed the reminder duration for 2 weeks instead of 5 days the calculated field should always calculate today()+14 days.

    You can make the hidden field is calculated field, which built-in functions include: ADDHOURS, ADDDAYS, ADDWEEKS, ADDMONTHS, ADDYEARS

    pastedimage1637743581654v2.png

    pastedimage1637743547112v1.png

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/define-calculated-fields?view=op-9-1#calculated-field-functions-syntax 

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