Setting up Reminder Emails and My Tasks

To successfully configure and run Reminder Emails, and populate the My Tasks Dashboard, the following steps are required.

Identify which "User-to-Person" Value has been defined

The Reminder functionality depends on the User/Person link being used in Component Filters. Therefore, as a first step you need to establish which option of how to define this link has been selected.

• Navigate to Admin Global Settings, and find the tab System.
• Establish which User-to-Person Value has been defined: .Profile_Person, or .USER_OBJECT.

Identify or Create List Views which can be used for Reminders/My Tasks

You can only select Views for this purpose which match both of the following criteria:

• the view must have a mandatory filter applied.
• the filter in use must have a reference to the User-Person link, using the method as established in the previous step.
  Typical examples for these are:
  • My Actions
  • My open Audits
  • ...

Select the List Views to be included

In the List View Designer

• Select and edit a List View you want to add.
• Under List Properties, tick and save:
  • To only include in My Tasks Dashboard:
    Show in Roam
  • To show in My Task Dashboard, and to send Reminder Emails:
    Show in Reminder Emails.
• Continue until all view have been selected.
• Save and perform a publish.
• Should the system detect that you selected views which are incompatible with the above-mentioned requirements, publish will issue a warning message, and the view will be ignored.

Set up the Email Schedule

Navigate to Designer Events and select the already existing entry Reminders to set up the schedule.