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.
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
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?