Example: Reminder Messages for Assignments

This example shows how you can create a common notification rule for assigments that have their deadline in two days.

Note: To be able to use this feature, event logging and notifications must be enabled on the M-Files server. For more information about server settings, refer to Notification Settings (M-Files Admin).

Steps

  1. Open M-Files Desktop.
  2. Press the Alt key on your keyboard.
  3. In the menu bar, select Settings > Notification Settings.
    The Notification Settings dialog is opened.
  4. Click the Add... button.
    A dialog for creating a new notification rule is opened.
  5. In the Name field, give your rule a name, such as Assigment reminder.
  6. Click the Define Filter... button.
    The Define Filter dialog is opened.
  7. Open the Properties tab.
  8. Click the Add Condition button twice.
  9. For the first condition, select Assigned to as the property, = as the operator, and (current user and users for whom the current user is a substitute) as the value.
  10. For the second condition, select Deadline as the property, <= as the operator, 2 as the value, and DaysTo() as the option.
  11. Click OK to close the Define Filter dialog.
    You should now see the property condition 'Assigned to' = '(current user and users for whom the current user is a substitute)' AND DaysTo( 'Deadline' ) <= 2 in the Filter field of the Notification Rule Properties dialog.
  12. Enable notifications for the event Document or other object matches the conditions of the filter.
  13. Optional: If you do not want to receive notifications for order objects created by yourself, enable the option Exclude notifications of events caused by the current user.
  14. Once you are done, click OK to save the rule and close the dialog.

Results

The new notification rule is added to the list in the Notification Settings dialog.
© M-Files Corporation 2016
Last updated 10/2016