Daily Reminders

Modified on Fri, Aug 30 at 11:54 AM

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

Create Reminder

On the top menu bar, click System Management ( )>Administration tab>Work Management>Daily Reminders
On the Daily Reminder Summary page, in the upper-right corner, click Create New Reminder
In the Daily Reminders Settings window, enter the name of the reminder
Click Save
To make edits, see Edit Rules, step 2, below

Edit Reminder

On the Daily Reminder Summary page, in the Reminder Name column, click the reminder you want to edit
Define the reminder by adding or editing forms, days/times, conditions, and actions, as needed
Forms
Choose the forms the rule applies to.
Apply Rule to? All Forms setting
All forms (default) Click Y
Some forms
Click N
In the window to the right, click +Add Form and choose a form from the dropdown list
Click Add Form
Days and Times
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
Conditions
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
Actions (Notifications)
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
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)

Search and Filter

You can search and filter in any order or combination.

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

Filters

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

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

Deactivate Reminder

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

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

Delete Rule

To delete a rule, it must first be deactivated.

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

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