Creating Future Date Notifications

  1. In the System Administration tool, right-click a process and click Administration.
  2. In the Process Wizard, on the Fields page, specify a Date field to contain the date used to send the notification.
    If the process already has a suitable Date field, you can skip this step.
  3. On the Workflow Properties page, select:
    1. A stage for when to send the notification.
    2. The Visibility node.
  4. Specify the Date field you defined in step 2 to specify the notification send date.
    For example, specify the Default Value as the current date and When? to End. This specifies the date for when the process stage goes to the next stage.
  5. Select Notifications for the stage and edit an existing notification or create a new notification.
  6. In the Stage Notifications dialog box, on the General tab in:
    1. When to send, select Custom.
    2. Select Date Field, select the Date field you defined in step 2.
    3. (Optional) Time, specify the time of day on the selected date to send the notification.
    4. (Optional) Adjustment days, add days to the Select Date Field.
    5. Click Save then Close.