Thursday, December 20, 2018

Send Email Alert when Task is Still Not Completed but is Already Passed the Scheduled Start Time

Steps in creating saved search:


1. Create a new Saved Search by navigating to List > Search > Saved Searches > New
2. Choose Task
3. Add the following under Criteria :

  • Status : is In Progress and Not Started
  • Formula (Numeric) : case when {starttime} < {now} then 1 else 0 end Set equal to 1
4. On the Email tab:

  • Specify recipients 
  • SEND EMAIL ALERTS WHEN RECORDS ARE CREATED/UPDATED = T
  • Customize Message = enter message (optional)
  • INCLUDE VIEW RECORD LINK = T (if users want to be able to open the task record via the email alert)

5. Save

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