Scheduler is a powerful feature in Zoho Creator that allows the application owner to create timed actions without any user input. These timed actions can be executed periodically based on the date and time values present in your form or on fixed date and time.
Zoho Creator supports three types of schedules. Form, Report & Custom. For birthdate reminders you need to use Form. Form schedules are events that are scheduled based on a date/time field in your form. (i.e) you will be able to specify a field in the form, whose value will be taken as the scheduling due date (or as start date and end date) in case of schedules with repeats like 'monthly' or 'yearly'.
Copy and paste the script below inside the What to do? tab inside Workflow / Schedules section. Make sure you replace the name of the forms and the name of the field if different as highlighted below in bold.
Name Form: Birthdate_Calc
Name Field: Email
emails = Birthdate_Calc[ID == input.ID];
sendmail
[
from:zoho.adminuserid
to:emails.Email
subject:"Happy Birthdate!!!"
message:"We love you!!! hope you have many more wonderful years to celebrate.<div><br></div><div>Enjoy!!!</div><div><br></div><div>Name...</div>"
content type:HTML
]
Comments
Cindy Owens
18.11.16 04:14 PMI don't think this works. If you're using a birthdate such as
Reply1/1/1960, that date will never occur again, much less yearly. I tested
it as the video instructed, unless here is a step missing.<br />
<br />
Instead I tested a scenario for a future interview date reminder and it worked.