Find summary field

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1

I want to create an alert or email based on the values in a summary field at a given interval.

E.g. at 12pm if value of summary field is less X do action

Any ideas how I can approach this?

2

Hi there!

I suggest taking a look at our Scheduled Tasks article, and there you can see how to set up a task that can send a custom email.

Here’s an example screenshot:

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I hope this points you in the right direction, but if not, and you don’t get the answer you need here, please consider reaching out to our support team! They will be happy to help you accomplish your goal :slight_smile:

Have a great weekend!

3

Thanks for that. I understand about scheduled tasks. I dont know how to reference the summary field at the bottom of the grid table column as it is not a general field. Any help on that front would be great :slight_smile:

4

Thank you for the additional information! I see now that you are referring to a Grid view summary.

Here’s one possible solution:
You can create a formula field in your parent table to calculate this for you, and then use that formula field in your scheduled task.

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I hope this helps! :slight_smile:

5

You learn something new every day :smile:

Thanks for that… It’s opened up whole new world for me !!

Regards Michael

1 Like
6

Not a problem, happy I could help point you in the right direction! :slight_smile: