Upcoming Date Reminder For Assets

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Table of Contents

Overview

This notification type can be used for sending email reminders for upcoming dates.

For example, emails can be sent three days before an upcoming warranty date expires.

Setting up or modifying the notification

To set it up, go to the Manage Assets table > Options > Notifications.

On the Notifications page, choose Date Reminder.

Choose who should receive the email notifications.

  • You can enter the email addresses, under the “The following email addresses” section, if the recipients are the same for all the assets.
  • If the recipients are different for specific assets, then you need to have their emails recorded on the asset’s record. To do so, you need a Data Capture field with the Answer Type set to either “Email”, “Select” or “Hidden”. For “Select” or “Hidden” Answer Types, specify the email address in the Options section of the Data Capture settings. “Hidden” Answer Type, can only have one email address, whereas “Select” can have multiple emails defined, but only one will be chosen when filling out the forms.

Choose which data capture field has the target date.

Enter the number of days needed before the target date is reached.

Compose the message. Use the placeholders if necessary.

Enabling or disabling the notification

Indicate if the notifications should be sent or not. This setting is what you would also use to turn the notifications on or off.