[Resolved] Adjusting Date Field Automatically & Sending Reminder X Days Before Date

[Author]

Posts

[Timothy]

Hi,

I have a cpt called Clients and a date field "Due Date". Each month I need to update their website on that day, for example the 30th of July, then the 30th of August, etc.

Two things I'm trying to do:

1) Have that Due Date field automatically adjust from July 30th, to August 30th, to September 30th... etc. So after July 30th passes, the Due Date field automatically changes to August 30th. I have a created a View table with all my clients details including the Due Date, this acts as a calendar of sorts to show me when I need to perform the updates each month.

2) I'd like to get a reminder email notification 1 day before the due date.

I've seen some other support topics kind of related to this, so I think it's possible, but I can't quite put it together myself.

Thanks.

Tim

[Minesh]

Hello. Thank you for contacting the Toolset support.

You can set the post expiration to run the cron on monthly basis:
=> https://toolset.com/course-lesson/setting-up-automatic-post-expiration/

You will require to use the hook "cred_post_expiration_custom_actions" to update the field value from X to Y.
- https://toolset.com/documentation/programmer-reference/cred-api/#cred_post_expiration_custom_actions
The above hook will run as per the post expiration set and you can adjust the field value from current to future date.

You can also setup email notification on post expiration:
- https://toolset.com/course-lesson/setting-up-automatic-post-expiration/#sending-email-notifications-when-posts-expire

I suggest you setup a test first and check how it goes.