Hi All
Since there isn’t an Annual Task how do you go about setting up an annual scheduled task of an e-mail reminder? Can this now be achieved using Flows?
Regards
Dean
Hello Dean. I figured out a successful workaround. It is a bit lengthy to type out. Stay with me. I built an annual task by adding first a date field in the table in which I want the annual task to run. I set the date field to default to None. I titled the date field “Today’s Date”. Next I added a Text Formula field in the table. Within the formula I selected the functions and fields to match: getDateMonth({todays date}) getDateDayOfMonth({todays date}. This formular will now display the month and day according to the date that is in the “Today’s Date” field. So if the date is set to 2/4/2025 my formula will read February 4. Next I went to Tasks and built two tasks. Task 1 is set to daily run at 12:00am. The task updates the record to change “Today’s date” - “to the current date”. Now, each day, I have a date field that displays today’s date and an automatic updated formula that shows the correct corresponding month and day. My second task is used to trigger the email or other task that you desire. I wanted my app to send out an automated email to an email field within the records on a specific day each year (example: January 1). I set this task to run daily also at a later time in the morning such as 8:00am. The action sends an email (When the following criteria is true) Text Formula > Contains > January 1. Now every January 1, my email is sent.
You can adopt more features by adding an additional field so you can specify a more exact date for individual records. Hope you get it to work like I did.
Hi Travis
Thank you for offering a solution since it doesn’t appear that there is a simple solution such as more options for the frequency of running Tasks.
What I’ve created, in the absence of anyone suggesting I’ve over-looked something obvious, is similar to yours and basically is utilizing a task to run monthly but only on the condition that the current month number equals the value I have in a field (formula will equal 0 if it does).
Regards
Dean