Example: Reminder Messages for Contracts

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.

Note: To use this feature, event logging and notifications must be enabled on the M-Files server. For more information about server settings, see Editing Notification Settings in M-Files Admin.
  1. Open the classic M-Files Desktop.
  2. Click your username in the upper right corner.
  3. Click User Settings > Notification Settings.
    Result:The Notification Settings dialog is opened.
  4. Click the Add button.
  5. In the Name field, give your rule a name, such as Contract reminder.
  6. In Notification sent, select When object matches the conditions of the filter.
  7. In Message delivery, select A digest message once a day.
    All days of the week are selected by default.
  8. In Notification recurrence, select Notify of each matching object repeatedly.
  9. Click the Define Filter button.
  10. Open the Properties tab.
  11. Click the Add Condition button three times.
  12. 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.
  13. For the second condition, select Deadline as the property, <= as the operator, DaysTo() as the option, and 30 as the value.
  14. 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.
  15. 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.
  16. When you are done, click OK.
The new notification rule is added to the list in the Notification Settings dialog.