Reminder Notifications
Reminder Notifications are used to provide information to users either before, on, or after a specific date. They are published once per day, and use date filters that compare a date-based field in each record to the date that the notification is being sent.
Important: If a workflow is enabled in an application, then only the Reminder notification type can be used in a DDE.
On this page
Delivery schedule criteria filters
When creating a notification reminder, you can set when and how often you want to send a notification email. To prevent the emails from being sent indefinitely, use filters in combination with any Greater than or Less than reminder criteria.
|
Criteria Filter |
Filter Description |
|---|---|
|
Field |
Determines when the reminder will be selected. |
|
Operator |
Determines if the notification will be before, after, or on the date decided by the Field filter. |
|
Days |
Determines how many days the reminder will be sent in correlation to the date dictated by the Field filter. |
|
Occurrence |
Determines how many times the notification will be sent. |
|
Target |
Determines if the notification will be sent before or after the date decided by the Field filter. |
Notification reminders configuration examples
Send a single reminder email 5 days before a Due Date
Field = Due Date
Operator = Equals
Days = 5
Occurrence = Once
Target = After Date
Send a daily reminder email for 5 days, once each on the 4 days leading up to the Due Date, and again on the Due Date.
Field = Due Date
Operator = Less Than
Days = 5
Occurrence = Daily
Target = After Date
Send a reminder email 5 days after the Due Date has passed.
Field = Due Date
Operator = Equals
Days = 5
Occurrence = Once
Target = Before Date
Send a reminder email each day, beginning on the Due Date, and then for 4 consecutive days afterward.
Field = Due Date
Operator = Less than
Days = 5
Occurrence = Daily
Target = Before Date
Send a reminder email every day once a record is more than 5 days past the due date.
Field = Due date
Operator = Greater Than
Days = 5
Occurrence = Daily
Target = Before Date
