Question

Reminder email for current task assignee

Forms Version 10

Updated July 27, 2018

asked on July 27, 2018

Good Morning Everyone,

Hoping someone can point me in the right direction here. So I thought I was being really clever and keeping my forms workflow simple and clean by setting timer events that have all their out-flows pointing to one email notification for past due tasks. However, I've since realized I don't think there is a way route the email to the person that the form is waiting on. Am I going to have to have each task have it's own individual email tied to it as well as an end point?

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replied on July 27, 2018 • Show version history

Drew,

There are a few ways to do what you want, but the simplest would be the following:

1. Have your timers loop back into their own user tasks and set them to interrupt the task

This will cancel the original and assign the task again (no end event required)
The limitation here is that the email wording would be the same every time

2. Set a separate reminder email for each task

Each task would need its own email activity
However, you can still point them all to the same end event

Again, these are just a couple of the possible solutions.

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replied on July 27, 2018

Hey Jason,

Thanks for the reply. I think I have talked myself more into the second option of separate emails for each activity. The main reason for this is so I can gather the metrics on how long a task is sitting with each approver and I believe if I do option 1 and have the timer loop back on itself, it treats it as a new task and resets the assigned date. Also in my experience, the re-assigning back to the same activity somewhat clouds up the action history part of the form.

Thanks!

Drew

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replied on July 27, 2018

All good things to consider. I lean toward option 2 as well because I like the reminder emails to have different wording that the initial assignment.

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Reminder email for current task assignee

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