Workflow Trigger: Custom Date Reminder

In this article, you will learn how to set up a custom date reminder workflow trigger, and an example of what it can be used for

1. Select the “Add New Workflow Trigger” button

This will pull up a list of selections of triggers on the right-hand side of the screen

Scroll down until you see the section called, “Contact”

Select the “Custom Date Reminder”

Find/Create the custom date field list within their profile

Please Note: you have to add a filter for the workflow to function

To create a custom date field

Click on the “Settings” icon

Scroll down to the Other Settings area and select “Custom Fields”

You will see a “+ Add Field” button

• A box will appear giving you the option to choose your Custom Field

Under choosing options, select “Date Picker”

• Now click the blue “Next” button

1. Make sure both the Object and Group are selected

• Once done click the green “Save” button

1. Next, go back to the Automation section and select the previous workflow trigger

2. Click the blue “Add filters” button

• Now in the Standard Fields tab select the new “Custom Date Field” we just created

• This will now give you the option to select the “Custom Date” filter

Please Note: you can change the name of the workflow trigger, this typically helps keep everything organized and easier to understand

• Click the green “Save Trigger” button on the bottom right

1. Press Save in the top right corner of your browser to save the workflow

• If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

• Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch. 

For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Now your workflow is set up and ready to go with the Custom Date Reminder Workflow Trigger.