Jump to content

Agents to monitor timestamps


Recommended Posts

In my database, I want to record timestamps as a request moves through different statuses (I have 12). I would like for the system to pop off an email (to the requester or manager) if a request lingers in one status for too long. Is this a function inhering in Caspio Bridge, or is this something that may need a bit of coding? Thank you.

Link to comment
Share on other sites

Hi Terry,

Triggers can be created only on the back end at the moment. PS team can implement this kind of requests

Also you may use the following workaround. You will need to stamp the record with date when the status is changed, also add one more checkbox field  to the source table or view, we will use this field to select records where the same status is too long and email has to be sent.

Create a report and using the date diff function show how many days ago status was changed, the select needed records using check boxes and send automatic email on update (the record will be updated when you check the checkbox). You may use Caspio's automatic emails to notify requester or manager or use Zapier for this purpose.

I hope this helps. Please feel free to ask if something is not clear enough.

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
×
×
  • Create New...