Dashboard Reminders

Expiring visas, contracts and documents are often noticed too late. This module lets an administrator define reminder rules on any model and date field with a filter and a number of days before. A daily scheduled action creates activities for users or groups and records every notice in a log. Attachments also get an expiry date. It plugs into Discuss activities and any business model.

1. 1

   Define a reminder rule

   From the Dashboard Reminders menu create a rule with a name, model, date field, type and the number of days before notification.

   • Model and Field
   • Type: Time Based or Missing Fields
   • Days Before Notification
2. 2

   Filter the records

   Use the Domain widget to limit the rule to matching records. The record count shows how many currently match and View Records opens them.

   • Domain filter
   • Number of Records
   • Button: View Records
3. 3

   Choose the responsible

   Select whether reminders go to users or groups, then pick the users, groups and write the reminder message.

   • Responsible: User or Group
   • Message text
   • Company
4. 4

   Daily scheduled action

   The Run Scheduled Activities cron runs every day, finds matching records and schedules an activity for each responsible user.

   • Cron interval: 1 day
   • Creates mail activities
5. 5

   Follow the reminder log

   The Dashboard Reminders Log lists each notice with record, model, field, message and responsible user. View Record opens the source and Mark as Done closes it.

   • Buttons: View Record, Mark as Done
   • Group by reminder or responsible
6. 6

   Attachment expiry

   Attachments get an Expiration Date and a stat button to show related reminders, so documents such as licences can also be tracked.

   • Field: Expiration Date
   • Button: reminders
7. 7

   Access control

   A Dashboard Reminder Admin group and a record rule limit the log so users see their own reminders.

   • Group: Admin
   • Record rule on the log

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