Reminders

Overview¶

Reminders is a function that sends reminder notifications at a specified time and interval for records whose due date has passed, or whose due date is approaching within a specified range. Reminder notifications can be sent by email or through communication tools such as Teams, Slack, and Chatwork.

Limitations¶

If FixedFrom is set in "Mail.json", the sender input column will be hidden. The FROM of the reminder email will be the email address set in FixedFrom.

Prerequisites¶

Settings are required to enable reminders. Please refer to the manual below and set them in advance.
Enable the reminder function of Pleasanter

Setting Procedure¶

With the relevant table open, click "Manage" - "Manage Table" from the navigation menu.
*Not displayed for users without Site Administration Permission.

Set up Pleasanter to automatically notify you of reminder emails at the specified time and frequency.
Email addresses listed in specific columns can also be specified as recipients.
Reminder emails are sent based on the date specified in the "Column" of each record and the "Status" value.
If the "Status" option list is left as standard, reminder emails will not be sent for "Completed" or "Pending" (codes of 900 or higher) (they will be sent if "Send previously completed columns" is checked).

Settings:

The reminder function executes the process using the "Start Date and Time" as the base time for time, day, week/day, and month.
If the date entered in the column specified in "Column" is included within the number of days in "Range" from the time of execution, a reminder will be sent.

About The Period Type¶

Daily: Executes every day at the same time specified in the start date and time
Weekly: Executes once a week at the same time on the day of the week specified in the start date and time
Week/Day of the Week: Executes once a month at the same time on the day of the week of the xxth week specified in the start date and time
Monthly: Executes once a month at the same time on the day of the month specified in the start date and time
End of the Month: Executes once a month at the same time on the last day of the month on the day of the start date and time
Yearly: Executes once a year at the same time on the day of the start date and time

Specify The Reminder Type¶

Specify the reminder type. You can select from the following reminder types that you have enabled in "Reminder.json".

*If you want to be notified by email, you need to set up email sending.

Targets That Can Be Specified As Recipients¶

Example Settings And Sending Results

If the reminder destination is set as follows, a fixed reminder email will be sent to example@example.com, and in addition, if an email address is listed in the Owner and content registered for each record, a reminder email will also be sent to that address.
example＠example.com, [contact person], [content]

Actual Configuration Example
The following is the configuration screen when "DescriptionA" is placed as "Destination Address" based on the above table and specified as the destination target.
A user is specified as the destination address.

Sending Result
The email received by A looks like this.

2024/05/20 Mon (2 days over)
    Requirements definition) Work [non-routine]) Confirmation of network requirements --- A (In progress)
    http://pleasanter.example.local/items/11071/edit

2024/05/17 Fri (5 days over)
    Unit testing) Review response) Unit testing --- A (Review)
    http://pleasanter.example.local/items/11072/edit

The email sent to user3 (user3@example.com) is as follows.

2024/05/17 Fri (5 days over)
    Unit testing) Review response) Unit testing --- A (Review)
    http://pleasanter.example.local/items/11072/edit

Dynamic destination specification by user/dept/group¶

If the reminder type is "email", you can dynamically specify the destination. However, user/dept/group that are disabled will not be notified.

Specify ID directly in the address¶

You can directly specify the user ID/dept ID/group ID in the address. The name of the user/dept/group will not be displayed, so please be careful not to make any mistakes in the ID you specify.

Example of settings:

Specify Class Column For Address¶

You can specify class columns with "Users Option List", "Department Option List", and "Group Option List" set for the address. Use this when you want to dynamically change the destination for users/departments/groups set on a record-by-record basis. If the class column is set to "Multiple Selection", all multiple selections will be notified.

Example of settings:

Output The Contents Of The Fields In The Email Title And Body¶

As with the destination, you can also output the contents of the fields in the title and body.

Supported Versions¶