This example shows how you can create a common notification rule for contracts that
have their deadline in 30 days. You will be notified every day starting 30 days
before the deadline until the deadline is met.
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Open the classic M-Files Desktop.
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Click your username in the upper right corner.
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Click .
Result:The Notification Settings dialog is opened.
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Click the Add button.
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In the Name field, give your rule a name, such as
Contract reminder.
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In Notification sent, select When object
matches the conditions of the filter.
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In Message delivery, select A digest message
once a day.
All days of the week are selected by default.
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In Notification recurrence, select Notify of
each matching object repeatedly.
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Click the Define Filter button.
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Open the Properties tab.
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Click the Add Condition button three times.
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For the first condition, select Assignees as the property, = as
the operator, and (current user and users for whom the current user is a
substitute) as the value.
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For the second condition, select Deadline as the property, <=
as the operator, DaysTo() as the option, and 30 as the
value.
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For the third condition, select Deadline as the property, > as
the operator, DaysTo() as the option, and 0 as the value.
If you do not set this condition, you will get notifications also after the
deadline.
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Click OK.
Result:The property condition 'Assignees' = '(current user and users for
whom the current user is a substitute)' AND DaysTo( 'Deadline' ) <= 30
AND DaysTo( 'Deadline' ) > 0 is now shown in the
Filter field of the Notification Rule
Properties dialog.
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When you are done, click OK.
The new notification rule is added to the list in the Notification Settings
dialog.