Is it possible to use the Approval Workflow to conditionally send emails a specific time out from an appointment calendar booking?

I need to send emails 30 days, 14 days, 7 days, and 1 day out from an event date based on specific conditions. It's easy to set that up in the Approval Workflow, but I'm wondering if the workflow triggers according to a date, or whether the form would actually have to be submitted or edited before that logic was even checked?

If it can't be done, is there a way to schedule a notification or auto-responder according to specific conditions?

Thanks,

Hi vaoaksclubhouse, thank you for reaching us.

To confirm, would the workflow be as following: If the user submits on June 1st, however they choose the appointment on June 2nd, then they will receive an email on June 8th (chosen appointment date) instead of June 7th (submit date)?

If the workflow above is what you are looking for, as far as I know, it is not possible to send an email later depending on chosen appointment date within Approval Workflow or Form Builder.

However, you can send an email later depending on when the user had submitted the form from Autoresponder > Advanced > Send Emails Later.

If the workflow above is not what you are looking for, kindly elaborate to us further on the steps you are looking for.

Hi,

Unfortunately, it doesn't look like your send email later interface allow conditions. It's just a generic email. I'm looking to conditionally send emails based on data entered in the form. The approval flow seems to be perfect for that, because I can theoretically edit a form and have the approval flow then send the email based on the edit submission.

That said, I just realized I'm stumped about how to test for a current date in your approval process.

If I have an event date, and I want to send an invoice 30 days before the event, I need to know the current date that the form was most recently submitted--today's date. I have a "Today's Date" field in the form populated with Current Date, but that becomes the date the form was first submitted.

How can I get the current date, not the initial form submission date, to use in condition testing and in the approval flow process?

Thanks,

Hello there,

I created a test form following what Jessica wrote.

Please check https://jotform.com/build/211733050335040
Since you want 4 emails to be sent, we set up 4 date fields.

You can choose the respective date from sending an email later in the autoresponder, irrespective of the submission date, the emails will be triggered on the selected date.

Please know there is a daily limit to sending emails: on a paid account, 1000/day.

Let us know if that works for you.