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