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Saved Search ?

edited Jan 3, 2020 1:16AM in Search / Reporting 3 comments

Hi

I have a custom entity field of 'Expiry Date' that is an inline text field calculated from a 'Date of Certificate' custom entity field. I'd like to set up a way in which the HR person would be emailed or reminded in advance of the upcoming Expiry of the Certificate, say 1 month in advanced and then 2 weeks etc.

Can anyone advise how I would do this? I've read all about Saved Searches etc but am somewhat lost.

Thank you in advance.

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