User Manual

10.01.2024

MANUAL

Advanced Operation: Notification, Reminder

# Notification "「Notification」" is a function that automatically notifies users by email or communication tools such as Teams, Slack, and Chatwork when you create, update, or delete a record, or perform an operation set in the "[Process](/en/manual/advanced-operations-process)" function. ## Notification types The tools that can be used for notifications are as follows. You can select the ones enabled in "[Notification.json](/ja/manual/notification-json)". To use them, you need to set up the appropriate settings for each tool. If you want to notify by email, you also need to set up email sending. |Notification types|Description| |:---|:---| |Email|Notify by email. The destination email address can be specified directly or dynamically set from the screen. | |Slack|Notify Slack. The destination will be the specified channel. | |ChatWork|Notify Chatwork. The destination will be the specified group chat. | |LINE|Notify LINE. The destination will be the specified individual user. | |LINE Group|Notify LINE. The destination will be the specified LINE group. | |Teams|Notify Teams. The destination will be the specified channel. | |Rocket.Chat|Notify Rocket.Chat. The destination will be the specified channel. | |InCircle|Notify InCircle. The destination will be the chat of the specified API user. | |HTTP Client|You can send any request using the HTTP client. | ## Notification timing You can set the notification timing from the following options. You can also set detailed conditions by combining it with a view. |Notification timing|Description| |---|---| |After create|You will be notified after creating a new record on the edit screen. | |After update|You will be notified after updating a record on the edit screen. | |After delete|You will be notified after deleting a record on the edit screen. | |After copy|You will be notified after copying a record on the edit screen. | |After bulk update|You will be notified after bulk updating records on the list screen. | |After bulk delete|You will be notified after bulk deleting records on the list screen. | |After import|You will be notified after importing records on the list screen. | Also, if you set notifications in the "[Process](/en/manual/advanced-operations-process)" function, you will be notified at the specified time in addition to the notifications set in the process. # Reminder "「Reminder」" function is a function that reminds users at a specified time and frequency for records whose due date has passed or whose due date is approaching within a specified range. ## How reminders work The key to understanding how reminders work is the following settings and "[Status](/en/manual/table-management-status)" values. ### Settings Column |Column name|Description| |:---|:---| |Column|Date column to be used as the basis for reminders. You can select any date column, not just "Completed" in a time-limited table. Reminders can also be set for recorded tables. This date and status value will determine whether the record is a target for a reminder. | |Range|The period for which the reminder will be performed. If you specify 10, the range will be 10 days including the current day. The current day is counted as 1 day, so "reminds will be sent for incomplete records whose date falls within 9 days from today". | ### "[Status](/en/manual/table-management-status)" value By default, a value of **900** or more is defined as "Completed". This includes Completed (900) and Pending (910). The value considered to be completed (default value: 900) can be changed in "CompletionCode" in "[General.json](/ja/manual/general.json)". ### Example of a reminder target If the column is set to DateA and the range is set to "10", the determination of the reminder target as of 8/15/2023 is as follows. ![image](https://pleasanter.org/binaries/d689d724dbaf4ac491f548f8f559bd9e) |DateA|Status|Reminder|Reason| |:---|:---|:---|:---| |2023/8/25|Completed (900)|Not applicable|Due to completion| |2023/8/25|In progress (200)|Not applicable|Outside range (10 days from 8/15 to 8/24)| |2023/8/24|Completed (900)|Not applicable|Due to completion| |2023/8/24|In progress (200)|Applicable|Within range (10 days from 8/15 to 8/24) and incomplete| |2023/8/15|Completed (900)|Not applicable|Due to completion| |2023/8/15|In progress (200)|Applicable|Within range (10 days from 8/15 to 8/24) and incomplete| |2023/8/14|Completed (900)|Not applicable|Due to completion| |2023/8/14|In progress (200)|Applicable|Incomplete in the past| ## Reminder notification timing The key column for specifying the notification timing are "Start Date and Time" and "Period Type". ### Start date and time The date and time when the reminder will start. Please be careful when entering a future date, as the reminder will not be executed before the specified date and time. ### Period type Specify the repeat period. The available columns are as follows. |Period type|Description| |---|---| |Daily|Execute every day at the same time specified as the start date and time| |Weekly|Execute once a week at the same time on the day of the week specified as the start date and time| |Week/Day|Execute once a month at the same time on the day of the week of the xxth week specified as the start date and time| |Monthly|Execute once a month at the same time on the day specified as the start date and time| |End of month|Execute once a month at the same time on the last day of the month on the day specified as the start date and time| |Yearly|Execute once a year at the same time on the day specified as the start date and time| ### Specific examples of notification timing If the start date and time are set to 01:00:00 on Thursday, August 3, 2023, the notification timing for each period type as of 9:00 on August 15, 2023 will be as follows. |Period type|Next reminder date and time|Description| |---|---|---| |Daily|2023/8/16 1:00:00|Execute every day at 1:00:00| |Weekly|2023/8/17 1:00:00|Execute on the next Thursday, 2023/8/17| |Week/Day|2023/9/7 1:00:00|2023/8/3 is the first Thursday of the week, and 2023/9/1 is a Friday, so execute on 2023/9/7, the first Thursday| |Monthly|2023/9/3 1:00:00|Execute on 2023/9/3, the 3rd of the next month| |End of month|2023/8/31 1:00:00|Execute on 2023/8/31, which is the last day of the month after 2023/8/3| |Yearly|2024/8/3 1:00:00|Execute on 2024/8/3, which is 8/3 of the following year| ## Reminder type The following tools can be used for reminder notifications. You can select the ones enabled in "[Reminder.json](/ja/manual/reminder-json)". |Reminder type|Description| |:---|:---| |Email|Notify by email. The destination email address can be specified directly or dynamically set from the screen. | |Slack|Notify Slack. The destination will be the specified channel. | |Chatwork|Notify Chatwork. The destination will be the specified group chat. | |LINE|Notify LINE. The destination will be the specified individual user. | |LINE Group|Notify LINE. The destination will be the specified LINE group. | |Teams|Notify Teams. The destination will be the specified channel. | |Rocket.Chat|Notify Rocket.Chat. The destination will be the specified channel. | |InCircle|Notify InCircle. The destination will be the chat of the specified API user. | **httpClient cannot be selected for Reminder.** ## Related Information <div id="ManualList"><ul><li><a href="/en/manual/general.json">パラメータ設定:General.json</a><span>06.12.2024 up</span></li> <li><a href="/en/manual/notification-json">Set Parameter: Notification.json</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/reminder-json">Set Parameter: Reminder.json</a><span>10.07.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-status">Manage Table: Column: Status</a><span>10.02.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/advanced-operations-process">Advanced Operation: Process and Control by Status</a><span>10.01.2024 up</span></li></ul></article></div><input id="SearchTextHidden" type="hidden" value="" />
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