Recurring alerts can be set up against any date field on a record form. These alerts will trigger a set number of days from the selected date within a record. Recurring alerts are helpful if you want to remind users to monitor or action something on a recurring basis.
Users need at least Manage permission to configure database alerts. To set these up:
| 1 | Navigate to the database and access its action menu. |
| 2 | Click on the Alert Settings option. |
| 3 | Select Published Date, or a Date field from the Field dropdown. |
| 4 | Select the Recurring option from the Alert Type field. |
| 5 | The Frequency field will then appear. Enter the frequency you wish to receive the alerts. |
As with other database alerts, you can configure conditions that dictate under which scenarios alerts are sent and an optional message the recipients will see on the alert. You can read more about database alert settings here.
If you have any further questions please contact your Customer Success Manager.
Related:
Create Custom Alerts on Your Date or User/Group Lookup Fields
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