How to set an email notification when expiring/end date is approaching?

[skendy]

Hi,

I have a custom table which is in relationship with the pm_project table.

It populates the alert (a kind of critical issue) for the project. The alerts have also two fields: start date & end date.

How to create a notification rule (email type) to let the specific user that the end day is approaching?

I read this similar thread (Knowledge Base Article Expiration Notification), but I wanted to ask if there was any way without event scripting...

Thanks,

Skender

[Michael Ritchie]

Actually you don't even need to use this wiki article as there is a somewhat undocumented feature you can use instead.   Configure your related lists and you will find one called reminders.   Add that to your form and you can set a reminder for any date/time field on that table.   These records can also be added via script as well.

[skendy]

Hi Michael,

I do not see any such Related List in my custom table (except Attachments)...

Skender

[Michael Ritchie]

Sorry mis-read your post.   The Reminder feature works for any table extended from task.   Since your table is not, unfortunately it doesn't appear.   It should on pm_project though.

Glad Kalai got you taken care of.

[skendy]

Ok Michael. No worry, I got it.

Anyway I didn't know that possibility in the related lists. It could be helpful for project tasks, maybe for future client's requisites...

Have a nice day,

Skender