I have a Database data type for USERS and LEADS. Leads are assigned to users and display in the users repeating group. That all works as intended.
I am trying to add a notification or alert system such that the assigned USER of the LEAD gets notified at certain intervals after the lead was created. I have a separate RG setup so the assigned USER can view only the leads that have alerts.
Here is what I am trying to accomplish:
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1 day after lead creation, it triggers an alert message to the USER of the assigned lead to follow-up.
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3 days after lead creation, it triggers an alert message to the USER of the assigned lead to follow-up
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7 days after lead creation, it triggers an alert message to the USER of the assigned lead to follow-up
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If a USER views and clears the alert, it clears only that particular alert. It doesn’t clear all alerts. Example: There is an alert for 1 day after creation and 3 days after creation. If the user clears the 1 day alert, it keeps the 3 day alert active until that is cleared.
Would it be best to store these alerts in the USER or LEAD data type, or create an ALERTS data type and then somehow tie that back to the LEAD and USER? Would it be a list of ALERTS, or separate field for each alert?
It seems like it should be simple, but I am at a roadblock. If someone can give me a few pointers or ideas it would be greatly appreciated.