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Question

Timer Event and Users Saving A Draft

asked on August 14, 2017 Show version history

I have a forms session that I assigned to all staff and within my process I attached a timer event to remind them if it has not been completed.  I did "interrupt the attached activity" in my timer event options and all seems to work as expected.  What I did not expect was that the employees are working on this form and saving a draft but once that timer event hits and it kicks that task to them again the saved draft is gone.  Is there anything I can change on my configuration to still remind them to complete the task and keep their saved draft if they have one?   We are on forms 10.2.

Thanks!

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Answer

SELECTED ANSWER
replied on August 15, 2017

Hi Gina,

I would keep the timer on "do not interrupt" so that it doesn't re-send the user task, but attach it to an email task that does not loop. Instead of the loop, you can use the built in "Repeat timer until attached activity is completed" option so you can keep sending people reminders until they finish. 

Here's an example in a simplified process:

The reminder email becomes its own branch, so each time the timer runs out, a new email will be sent instead of sending multiple. In my timer properties, I've set the example information so this email will first send 3 days after the task is assigned, and then once every day.

Hope this helps!

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Replies

replied on August 14, 2017

Hi Gina,

In your use case it actually seems like it might be better not to interrupt the attached activity so that users can be reminded of their task and still retain any info they've been working on.

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replied on August 15, 2017

I had originally started with do not interrupt the activity but then every time the reminder would trigger it would keep adding an additional email (the first time was one, the second time the user would get 2 emails, the 3rd time they would get 3 emails).  That was with me looping the timer event back to my user task.  I have tried to add a separate email task and tried to just loop though that until the user task is completed but I'm sure I am not configuring something correctly. 

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SELECTED ANSWER
replied on August 15, 2017

Hi Gina,

I would keep the timer on "do not interrupt" so that it doesn't re-send the user task, but attach it to an email task that does not loop. Instead of the loop, you can use the built in "Repeat timer until attached activity is completed" option so you can keep sending people reminders until they finish. 

Here's an example in a simplified process:

The reminder email becomes its own branch, so each time the timer runs out, a new email will be sent instead of sending multiple. In my timer properties, I've set the example information so this email will first send 3 days after the task is assigned, and then once every day.

Hope this helps!

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replied on August 16, 2017

Great!!  Thank you this worked for me.

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