Skip to main content

How do I send a reminder or an alert by email?

Write the message on Notification Template, then make a Notification Rule: Event to send when something happens, Date to remind before or after a date.

Screen
Notification Template, Notification Rule
Who
The implementation consultant
Takes effect
On save of the rule
Needs first
Users or user groups

Before you start​

  • Decide who receives it: a group is safer than a named user.

Steps​

  1. Open Notification Template, pick the screen, write the subject and message, inserting field tags.
  2. Open Notification Rule, pick the screen and the template.
  3. Pick the category.
    • Event: tick Create, Edit, View, Delete or Reverse.
    • Date: pick the date field, Before or After, the cycle and time, and tick the reminder days.
  4. Add conditions if only some records count.
  5. Add recipients (User, User Group, Email, or Record Column for date rules).
  6. Save. The screen reads the rule back as one sentence; fix anything it flags.

Check it worked​

  • Last Sent on the rule fills when it sends.

If something looks wrong​

  • A date rule reminds every day. Add reminder days.
  • Record Column recipients get nothing on an event rule. They are read by date rules only.