Daily Reminders

Use Daily Reminders to create recurring notifications based on conditions that you specify.

  1. On the top menu bar, click System Management ( )>Administration tab>Work Management>Daily Reminders
  2. On the Daily Reminder Summary page, in the upper-right corner, click Create New Reminder
  3. In the Daily Reminders Settings window, enter the name of the reminder
  4. Click Save

  5. To make edits, see Edit Rules, step 2, below

 

  1. On the Daily Reminder Summary page, in the Reminder Name column, click the reminder you want to edit

  2. Define the reminder by adding or editing forms, days/times, conditions, and actions, as needed

    Choose the forms the rule applies to.

    Apply Rule to? All Forms setting
    All forms (default) Click Y
    Some forms
    1. Click N
    2. In the window to the right, click +Add Form and choose a form from the dropdown list
    3. Click Add Form

     

    Choose when reminders are sent (any number of days, but only one time)

    1. Choose the days and time when the reminder is sent by checking the boxes

     

    Use conditions to limit the items affected by the reminder to certain items, folders, dates, responsibilities, etc.

    1. To add a condition to a rule, click +Add Condition

    2. In the Condition Type dropdown list, click a condition:

      • General conditions are not form-specific
      • All other conditions, listed under form names, are specific to an individual form. If reminder is linked to multiple forms, only general conditions are available. Form-specific conditions only available if reminder is linked to one a form.
    3. Once the condition is selected, choose an option for filtering on the condition. The options for filtering change based on the condition type

    4. Click Save

     

    Use notifications to inform people that a condition has been applied to a reminder.

    1. To add a Notification, click +Add Notification
    2. In the Recipients dropdown list, choose the Recipients and their email addresses
    3. Click OK to save

     

     

  3. Save the reminder (or click Cancel to cancel the reminder):

    • Save: Saves the reminder as a draft without activating it (the reminder will not be enforced)
    • Save and Activate: Saves the reminder and activates it (the reminder is enforced as soon as you save it)

     

 

You can search and filter in any order or combination.

  1. In the upper-left corner, type a search in the search box
  2. Click Search ( )
  3. Reminders appear with your search terms highlighted

 

Use filters to limit the reminders displayed or to limit the search.

To show or hide the filters, click Filter ().

 

Deactivating a rule means it is not enforced by the system.

  1. On the Daily Reminder Summary page, in the Reminder Name column, click the reminder you want to deactivate
  2. On the Daily Reminder page, at the bottom of the page, click ...
  3. On the Deactivate window, click Deactivate. Result: The reminder is deactivated but remains on the Daily Reminder Summary page

 

To delete a rule, it must first be deactivated.

  1. On the Ticket Retention Summary page, in the Name column, click the name of the rule
  2. On the Ticket Retention Rule page, at the bottom, click ...
  3. On the Deactivate window, click Delete