How to send daily reminder to user.

RE: How to send daily reminder to user.

Richard Michaelis — Wed, 25 May 2022 13:10:02 GMT

Hi pd,
-> first of all you need a parameter to search for. DB entry, open task something like that.
For open tasks/running processes a task report is your friend.
There you can find out the current open tasks/processes for a user.

RE: How to send daily reminder to user.

vikashk739 — Wed, 25 May 2022 09:11:57 GMT

Hi, I guess you can create a expression rule to get the due date of less than 1-2 days. In the process model you can use it to get the due date and send mail to users to complete it

RE: How to send daily reminder to user.

pd0001 — Wed, 25 May 2022 09:05:13 GMT

But like how we will design to send to those memeber only which have due date next day to pay policy

RE: How to send daily reminder to user.

Stefan Helzle — Wed, 25 May 2022 09:04:34 GMT

Then run a process every morning which sends out the necessary reminder emails.

RE: How to send daily reminder to user.

pd0001 — Wed, 25 May 2022 09:03:25 GMT

But there are like many member who must have due date is next day. So like i will send the reminder to those member as there is no requirement of user input task

RE: How to send daily reminder to user.

vikashk739 — Wed, 25 May 2022 09:01:59 GMT

Hi, you can configure the trigger for the start node and select the process to run daily

RE: How to send daily reminder to user.

Stewart Burchell — Wed, 25 May 2022 08:59:05 GMT

There are a couple of ways to achieve this. The simplest way is to assign a User Input Task (UIT) to the User and then user the "Escalations" on the UIT to send the reminders. Before you actually do this I would recommend you define and agree an "Work Management Pattern" e.g. "3 strikes and you're out" where you Escalate once, then Escalate again, and then Escalate once more, and the re-assign the Task to a Manager.

I say this is the simplest way...but it comes at a cost. Because you have a Task (which is sitting in an active process) this will occupy memory. If you have a very large number of these then your environment might be subjected to memory resource issues.

An alternative pattern is to have a database record act as a Task. These are then instantiated into a Process "on demand" (i.e. when a User clicks on a link or an action). You can then have a single process that runs periodically (e.g every night) that examines all the open Tasks in the database and determines which need a reminder sent. You'd then send the reminder as an email.