Reminders for birthdays

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  • February 20, 2022 at 7:05 AM #46795

    Lorenz Ehrsam
    Participant

    Is there a way to set a reminder so that all my records whose birthday fall on today will alert me? Each record has a date field called Birthdays. I would like to get these reminders so that I can congratulate them on the day. Thanks!

    February 21, 2022 at 2:04 AM #46809

    Brendan
    Keymaster

    Hi Lorenz,

    If you switch your Date field to a Date & Time field, then you can use the Add to Reminders button to add a reminder to the standard Apple Reminders app.

    Thanks,

    Brendan

    February 21, 2022 at 5:48 AM #46811

    Lorenz Ehrsam
    Participant

    Thanks Brendan for your speedy help. As I have 3,000 records is there a way to batch-add to Reminders? Alternatively, can I create a saved search that would extricate the day and month from the birthday field, so that I can see a list of April birthdays sorted chronologically? Or do I have to manually populate a new field called month and a field called year to accomplish this search? Thank you!

    February 22, 2022 at 1:17 AM #46824

    Brendan
    Keymaster

    Hi Lorenz,

    You would probably want to write a Form Script to add the reminders. There’s a function for adding to reminders available in the Script engine.

    https://www.tapforms.com/help-mac/5.3/en/topic/javascript-api

    You can create a Saved Search that just searches on the months. You just need to be able to extract the month name from the birthdate field.

    Add a Calculation field with the following formula:

    DATE(Birth Date; "MMM")

    Insert the field into the formula properly. Don’t just type the name. On macOS you would double-click on the field name on the formula edit screen. On iOS, surround the field name with square brackets (e.g. DATE([Birth Date]; "MMM") ).

    Now you can create Saved Searches that just looks for the month name and it wouldn’t matter what the year and day was.

    • This reply was modified 2 years, 3 months ago by Brendan.
    February 22, 2022 at 5:37 AM #46826

    Lorenz Ehrsam
    Participant

    Thanks Brendan, as always very helpful and timely. Best, Lorenz

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