Yes, you can.


First create the following new custom fields;

  • Filed Name: Day of the Month
            -  Type is formula field, number, no decimals
            -  Insert this as your formula: DAY(TODAY())

  • Field Name: 15th Notice Sent

           - Type is checkbox


  • Field Name: 25th Notice Sent
            - Type is checkbox

            - Type is checkbox


  • Field Name: Hour of Day ***** This field is completely optional, but I'm assuming you'd prefer this alert to go out during business hours rather than at midnight. If so, include this new field. Also note, the hour will be represented in military time; i.e. 4 PM = 16
            - Type is Number, no decimals

            - Formula: VALUE(MID(TEXT(NOW()),12,2)) - 5

           ********* The last digit (-5 above) represents the time zone in  GMT NOTE: -4 = Eastern, - 8 = Pacific


Next, create two workflow rules


Rule Criteria #1


  • Active = True
  • Day of the Month = 15
  • Hour of Day = 10 (this is optional, ignore if you don't care about what time it gets sent. Without this, your alert will go out shortly after midnight on the 15th)
  • 15th Notice Sent = False


Evaluation Criteria = Set to Option 3

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Workflow Actions

  • Email Alert
  • Field Update: Set 15th Notice Sent to True


Done with Rule #1 for the 1th Alert.


NOTE: Repeat these exact same steps for the 25th Alert. Except change Day of Month to 25 in your Rule Criteria



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Rule Criteria #2


Name it "Reset 15th and 25th Alert Notices"

  • Active = True
  • Day of the Month = 1
  • 15th Notice Sent = True

Evaluation Criteria = Set to Option 3


Workflow Actions

  1. Field Update: Set 15th Notice Sent to False
  2. Field Update: Set 25th Notice Sent to False


Done with rule #2!