lifecycle event REMINDERS for HR task

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08-15-2023 11:57 AM
Hi all, I am working on a preboarding life cycle event, I have 2 activities within the same activity set.
- Complete I9 section 1(HR Task)
- Complete I9 section 2(HR Task)
I need a reminder for both.
Section 1 trigger after task is created, I want a daily reminder day after task creation until it is completed or cancelled.
Section 2 trigger after Section 1 is completed, I want a daily reminder until section 2 task is completed or cancelled.
My question is, how would I do the reminder for section 2? I used flow designer to do the reminders for section 1, but since this are HR tasks I’m not really having a way to relate this two records within flow designer. I know this two records have the same parent case but I could not find a way to dot walk to it. Have you guys dealt or configured something like this before? Any ideas and solutions on how I can do this? We couldn’t use the OOB reminder functionality since those get sent out based on due dates, and on this case we are waiting on a task to be completed within the same activity set before triggering the reminders.
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08-26-2024 07:03 AM
Hi @Franchesca Liz1 Have you got the solution ? My usecase is same.
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08-27-2024 07:30 AM
Hi Franchesca,
OOB you can add an automated notification in the activity sets that will be triggered once.
To be able to repeat the notifications, you need to create a scheduled job.
Within the scheduled job, you can do a query with your conditions and set the ''Run'' field to Daily.
Please see an example below. This triggers a notification daily at 19:30.
You can add your query above and if the conditions are true, the notification will be sent.