Upcoming Date Reminder For Inventories

Overview

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

For example, emails can be sent three days before an upcoming expiry date arrives.

Setting up the notification

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

On the Notifications page, under the Actions menu, choose Email Notifications, then For Inventories.

In the popup modal, choose the Upcoming Date Reminder option, then click the Continue button.

On the next page, choose who should receive the email notifications.

• You can choose your team members.
• You can enter the email addresses, under the “The following email addresses” section, if the recipients are the same for all the inventories.
• If the recipients are different for specific inventories, then you need to have their emails recorded on the inventory’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.

If the recipients of the emails are also users of the app, you can have the app create to-do tasks automatically whenever the emails are issued.

Modifying the notification

From the Notifications page, go to the Notifications table.

Find the notification you want to modify.

Under the Actions column, go to Edit.

To pause the notification, change its status to Inactive.