Workflow Reminder

Introduction

Functions

Workflow Reminder is a function that will send reminders to approvers when it reaches a certain node.

Application Scenarios

Preview

Setting Procedure

Where to Set

To set a workflow reminder, click and select Edit.

Then go to the Workflow page, click Workflow Properties, and you can see Workflow Reminder.

Reminder Settings

To set Workflow Reminder, tick Notify approvers and CC via emails. When the workflow reaches the node, both approvers and cc'ed members will receive an email reminder from Jodoo. Now, only internal members can receive email reminder.

Brief Settings

The fields ticked under Brief will display as a preview of the reminders received. To effectively utilize the feature, you need to set the Brief fields separately for each node. Click the desired task node and tick the desired fields under Brief to customize your reminders.

Note: A maximum of three fields can be checked under Brief.

Demonstration

1. Submitting data

Select the form you just set up and submit a record.

2. Demonstration

Upon successful submission of the record, you will receive an email reminder immediately.

Notes

The title of the email, in this example "[Product Inbound] You have a new task" cannot be customized now.