Reminders

You can set up automatic reminder emails by using the Date Field in conjunction with the Select User Field, Select Group Field, or Email Field.

When Reminders are set in the sheet, the system will check each record in this sheet daily according to daily workflow execution time. If any records meet the date conditions, Reminders will be automatically sent out. These Reminders will also appear on the Event Calendar.

Setting up Reminders

Navigate to Form Settings under Design Mode in the left sidebar and click on the Reminder tab.

You can set Reminders for specific Dates in independent fields, notifying users selected in the Select User Field, Select Group Field, or Email Field a few days before or after the specified date. Multiple Reminders can also be configured.

For example, for "Sales Orders", you can set a Reminder to notify the "Assigned Sales" on the "Shipping Date".

Do Not Merge E-mails to the Same Receiver

By default, Reminders sent on the same day from the same sheet to the same receiver are merged into one email thread rather than being sent separately, and the email subject cannot be customized; it will be fixed by the system and cannot display custom subjects.

When the setting is unchecked, all Reminder emails sent to the same receiver will be merged.

Checking the setting will send each Reminder as a separate email to the same receiver.

Only for Records Matching Shared View

In addition to fulfilling the date rule of Reminders, you can also send emails only for records that match a specific Shared View. For example, if you want to send shipping notifications via Reminders, the conditions must satisfy both the shipping date and the "Confirmed Order" filter simultaneously.

Custom Reminder E-mail

You can customize the subject and the content of your email notification by clicking on Customize reminder e-mail.

For custom reminder email settings, please refer to this article.

Remember to "Save" before exiting the window.

Reminders on the Event Calendar

Once a Reminder is triggered, it will appear on the Event Calendar on the homepage.

The title of the Reminder on the Event Calendar will match the subject line of the custom Reminder email. If you want to change the title, you can customize the subject in the Custom E-mail setting.

If you prefer not to display the Reminder on the event calendar, you can uncheck the Add this reminder to events calendar when record saved below.