FORMS

Reminder notification

Use a Reminder notification to send an e-mail to the users in the Distribution list who have not responded to the form by the date you specify. You can also designate how many reminders to send and how often.

Creating a Reminder notification

You create a Reminder notification by right clicking the Distribution list object and choosing Add -> Notification -> Reminder notification.

Properties

General

Name - give the object a name; the name "Reminder notification" is generated automatically but it may be changed
Description - an optional text describing the object

Information

Subject – the text that will be displayed in the notification e-mail's subject field
Message – the contents of the e-mail that will be sent to the users in the Distribution list who have not submitted the form

The Subject and Message fields contain a default text. If you want to change this text simply make changes in the field provided. To use dynamic (token) tags click the icon on the right and create the ones you need by selecting from the list of context variables.

The e-mail that is distributed should contain a link to the form in My Forms in the user's My Responsibilities:

${this.object.formUrl}

To include the name of the form use:

${this.object.name}

Tags should not contain white spaces, especially between $ and {.

E.g. $ { this.object.id } could be misinterpreted. The correct syntax is ${this.object.id}.

Reminder start – an adjusting function specifying when the first reminder should be sent. This is relative to the date you select in the next field, e.g. +1W means one week from the date selected in Relative to.
Relative to – choose either "Distribution date" or "Due date"
Reminder notification interval – an adjusting function specifying how often should reminder e-mails be sent, e.g. +1W means weekly
Max number of Reminder notifications – specify how many times reminders should be sent, e.g. 3 means 3 times.

Max number of Reminder notifications must have a value to be active. If no value, no reminders will be sent. Enter "-1" to send an unlimited number of reminders.

Only users with e-mail address registered in their User profile will receive notifications. The system must be configured for E-mail distribution during installation.

Audit

Modified by - the name of the last user to make changes to the object.
Last modified - the date and time when the object was last changed.
Created by - the name of the user who created the object.
Created - the date and time when the object was created.

Advanced

ID - a unique ID for the object.

By default, Corporater BMP assigns consecutive numbers to new objects.

You can change the ID to a value of choice that can include either letters or letter and number combinations.

The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.

Access control

Read accessors - click the Edit button () and authorize one or more users and user groups to view the object on Web.
Add accessors - click the Edit button() and authorize one or more users and user groups to add new objects to the object on Web.
Write accessors - click the Edit button() and authorize one or more users and user groups to edit the object on Web.
Delete accessors - click the Edit button() and authorize one or more users and user groups to delete the object on Web.
Ownership - click the Edit button () and grant ownership of the object to one or more users and user groups.

Users and user groups who own the object have full access rights to it.
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.