Search database daily and send email if conditions are true

Need help
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How would I create a workflow that searches the database daily and, if certain conditions were true, then it would trigger an action, like send an email?

Any help appreciated!

Many thanks

2
  1. In the backend workflows, create a workflow.
  2. In that workflow, make sure the last step schedules this workflow to be ran 1 day from the time it was run.
  3. Create a test page and add a button.
  4. Also add a date/time picker.
  5. Create a workflow for this button. When the button is clicked, schedule the backend workflow you created. It should be scheduled for the time set in your date/time picker.
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Thanks for this @dbevan .

Is there a way it can run without me needing to press a button everyday?

1 Like
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You don’t need to press a button every day… just once to start it running.

1 Like
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Oh yes, that makes sense now you’ve said it!! Thanks guys, this has helped tremendously

2 Likes
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Also, if anyone finds this thread this video has just helped me out too:

But the answers from the wonderful guys above have explained how to set it working daily

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