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="" />