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Question

Question

Forms Static due date on Laserfiche 11

asked on July 20

I need some ideas/recommendations on how to accomplish my goal. The goal is to turn in a mileage form on/before the due date of the 5th of EACH month. I would like to send emails reminds to staff stating the due  date of the 5th is  approaching. 

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Replies

replied on July 21 Show version history

You can have a variable on the Form which would be your due date, this could be automated with a calculation, with a datedif say todaysdate + 30. 

You can then use the "Attach timer event"

Then Configure the timer event as per below

or in Laserfiche Forms 11 you have the Reminder tab

 

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replied on July 21

Good idea Anthony!!!! Thanks

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replied on July 21

Do you have the list of employees that need to fill out a mileage form in a database somewhere? You could have a timer start event trigger a workflow once a month that pulls the list of employees and initiates a business process instance for each of them to fill out the form. Each employee will be assigned a user task, then you can use the reminders feature similar to what Anthony is describing. 

The main questions would be

  • Where is the list of users that need to fill out this form? 
  • Is this form a Laserfiche form that can be filled out as a user task or are you just looking for an email reminder for a paper form? 
  • When do you want the users to get the task before their first reminder? 
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replied on July 21

I do have a SQL table coming from AD of all user. But not all user use the mileage form. I do have an  actual form that staff have to fill out every month. Actually, what happens is they will start a process on day one. The new process can then be "Save as Draft" and they of course get an email. The next day they click on the email to open the form and add any new trips they may have and so on til the end of the month. So it's an on going task. But I wanted to send an email reminder on the first day of the month to let them know that Accounting  has a due date on the 5th that Accounting will only accept the final travel mileage form. 

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replied on July 21

Maybe Workflow is your friend here, and have a scheduled workflow to email them all separately on the 5th with a for each value from a multi value token, or a SQL lookup with a simple reminder rather than Forms as it wont have a link if they are in their drafts. Its a good feature request to have a reminder that a draft will expire, and a reminder for that!

As a Form isn't actually Submitted, Forms wouldn't really know how to deal with reminders if the Form isn't actually submitted and in the process. 

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replied on July 21

Ok, thanks

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