How to Create email if user had 5 occurrences in 6 months

This should be a fairly simple automation to build. I’d need more details to give you precise instructions, but I expect the trigger wouldn’t be “Record Creation” but rather “When Record Matches Conditions”. Add a “Count” field that tallies the linked occurrence records, and perhaps include a min/max rollup for your date field to show the oldest or newest occurrence data as needed. Then set your trigger for when Count = Whatever, and Date = 1 week ago, to email the contact email associated with the user (presumably).  

So basically makes field for each count and put dates in each… Why use when record matches conditions? When any of the counts are over the preferred numbers?

Also would I put counts in employee table or in occurrence table?

Create a People table and an Event table linked. On the Event table add Event Date. On the People table add Count filtered to Events within the past 182 (roughly 6 months) days.

Create Automation to trigger when Count = 5

Hey ​@adehaan86 

Fully agree with ​@dgatlin-ebay  above. You can find more on Count fields here.

Please feel free to schedule a call with me if you’d like to go over each step together. I’d be happy to help out.

Mike, Consultant @ Automatic Nation

Question how would i write this. Need 2 occurrences within past month, but the previous month is zero

Would you further describe the conditions which should be met? I don’t think I’m following!! Sorry :D

From your screenshot, it seems like you’re tracking two dates in your occurrences table, you might want to condition group those so your filter is Active = Checked AND {date_of_occu1 is within the past month OR date_of_occur2 is within the past month}. I expect that’s why you’re getting no results.

My goal is to count past 30 days….and 30 to 60 is null… Unless easier to have two counts fields. Then in automation compare them?

I believe below will give me what I want