Reminder Notifications: Setting Reminder Notifications with Date and Time Conditions
You can set reminder notifications by specifying date and time conditions based on the value in the Date/Date and time field.
Since you can specify conditions like "xx days before" or "xx days after", it is possible to send confirmation notice beforehand or send notification after a certain period of time.
Click the app setting button on the upper right of the record view, select "App Settings" tab > "Notifications", and then select Reminder Notifications.
Specify the reminder condition.
For the reminder condition, specify two items: "When" and "Reminder Trigger".
At the date and time specified in "When", if the condition specified in "Reminder Trigger" is met, the notification is sent.
For example, assume that the reminder condition items are set as described below, and you create a record where the Due Date field is set to January 25, 2020.
Due Date, 1 day, before, 9:00 a.m.
Status, includes any of, Waiting
Under the above condition, a notification is sent if the "status" is "Waiting" at 9:00 a.m. on January 24, 2020 (one day before the date in the Due Date field).
Click "User, department, or group" to add a user, or click "Add a field of the form" to select a field as the recipient.
You can click "Add a field of the form" and select the following fields.
- Created by
- Updated by
- User selection field*1
- Department selection field*1
- Group selection field*1
*1 The field can be selected only when it is placed on the form.
*2 The field can be selected only when the Process Management feature is enabled.
As needed, enter text to be used as the notification subject in "Summary". The Summary appears on the notification.
Select a time zone in Reminder Time Zone, if necessary.
Click "Save" on the upper left side of the screen.
Click "Update App" on the upper right side of the screen.