Hi,I want to create an email notification workflow based on various ove

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    Mauro Soto
    Asked on August 10, 2020 at 05:28 AM

    Hi,

    I want to create an email notification workflow based on various overdue dates. This is for managing the close out of actions. I have not created the form yet.

    I will have a form with actions that are required to be completed by a responsible person by a due by date.

    I'd like the responsible person to receive an automatic email 2 days before the action is due to remind them that the action needs to completed.

    If the Action is not closed out 7 days after the due by date then I'd like the form to send an email notification to the responsible persons manager. If the action is still not closed out 14 days after the due by date then the next manager up receives an email notification.

    If the action is still not closed out by 21 days after the due by date then the next manager up receives an email notification.

    If at any time the responsible persons edits the action form and adds a completion date along with what was done to resolve the issue/action, then this terminates the email notification flow.

    Can this be done within Jotform without a third party widget or app?

    Thanks



    This is a re-post of a comment on Send Emails Later Using Autoresponder Email

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    gerardw
    Answered on August 10, 2020 at 07:59 AM

    Yes, it can be done using a combination of autoresponders and conditions.

    Let me check and revert.

  • Profile Image
    gerardw
    Answered on August 10, 2020 at 08:09 AM

    Sorry, I may have misunderstood the flow. 

    The autoresponder email will be sent only when the form is submitted.

    In your case, you can set up reminder emails for the person to fill up the form: How-to-Set-Reminder-Emails-for-Your-Forms 

    To let users edit the submission, you can add an edit link on the email content as shown here: How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date