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Reminders

What are Reminders?

You can set Reminders that are triggered by the values entered into the date fields in Ragic. You will have the option to send the reminders according to your daily workflow execution time. You can send reminders to either the entry creator or to an e-mail you enter into the e-mail field when creating the form. Once the reminder is triggered, you'll receive a notification mail and the reminder will show up on the Event Calendar.

Setting up Reminders

To access the reminder settings in a form fromDesign Mode, go to the the Form Settings tab and click on the Reminder tab.

Here you can set reminders according to the fields that contain dates. You will only have to do this once in your form design, and Ragic will send reminders automatically according to the date values entered into entries. You can set as many reminders as you want.

In the example below, we have already set two reminders for a Sales Order form that contains two date fields. A reminder will be sent to the data creator, and we're adding a new one for the field "Shipping Date", which will send a notification to the customer's e-mail the day an order is shipped.

How Reminder e-mails are displayed

The image below shows the order shipping reminder e-mail.

Custom reminder e-mail

You can customize the subject and the content of your e-mail notification by clicking on Custom Email.

In the pop-up window, you can design the e-mail template using HTML formatting and the parameters listed below.

Parameters for custom e-mail notification

Parameters Description
{{REMINDER_NAME}} Reminder name
{{SHEET_NAME}} Sheet name
{{DATE_FIELD_NAME}} Name of reminder field
{{REMINDER_DATE}} Reminder date
{{DAYS}} "Days" before or after reminder date
{{BEFORE_OR_AFTER}} Days "before" or "after" reminder date
{{RECORD_LINK}} URL of this record
{{RECORD_SUMMARY}} Summary of this record
{{FIELD ID}} Value of the field specified with Field ID
{{FIELD NAME}} Value of the field specified with the field name. Case sensitive. If there is more than one field with the same field name, use {{FIELD ID}} instead

You can click on the Preview button, which will show you what your completed form will look like. If you decide to use our standard template instead, clicking on Restore to default will discard all the changes you've made. Once you've finished editing, remember to save before you exit the pop-up window.

Reminder on the Event Calendar

Once a reminder is triggered, it will show up on the Event Calendar on the database homepage.

The title of the reminder on the event calendar will be the same as the subject line of the custom reminder e-mail. If you would like to change the title, you may customize the subject in the Custom E-mail link on the Reminder menu.

If you don't want to display the reminder on the event calendar, you may uncheck the box "Add this reminder to events calendar when record saved " in the Form Settings tab:

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