How to setup a reminder for a "send an email" action
Hi,
Can someone assist on how to setup a reminder (follow-up email) for a “send email” action? I currently have a form setup to send out an email to a manager to review a form. The manager would then have to go into the form and click a checkbox to state they reviewed it, but the manager just gets a single notification to begin with... I am trying to figure out a way to trigger notifications to be sent until the manager goes in and checks the box. I just don’t want them to forget, so I would like to setup a reminder.
TIA!
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Hi @jpacheco,
Is there a reason you are using a Send an email action instead of a Task action? A task action has everything you are asking for here.
@SimonMuntz ,
Hi and thanks for your response! So, the form is already built and the person reviewing (manager) needs to go in the form and tick a checkbox. There is already a WF in place as well, she just wants to get a reminder in case the original email she gets sent “falls through the cracks”. Is this possible?
Thanks
Hi @jpacheco,
I would put the manager email in a loop. It checks at a specific interval to see if the checkbox has been checked. If it hasn’t been checked, another email is sent, and the workflow pauses again. The workflow would look like this.
Note that while the Loop action does work, best practice is still to use a Flexi-task action. The tasks allow you to use custom task forms, task escalation (in case someone is on holidays or w/e), and allow the workflow to immediately proceed once the manager has completed the task rather than the workflow stalling until the pause action expires. Say you send a reminder every two weeks or so, that’s potentially almost two weeks the workflow stalls after the manager has already completed their task. The task action is just a very nice and versatile action that is well-worth getting acquinted with.
