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Implement the Reminder Utility to a workflow transition

Note:

This template is not currently available for Fusion Manage Extension sites.

The first thing to note is the Reminder Utility is invoked by a script to create a TIMER record to watch for a given event and date. This is usually implemented by a workflow action.

In this example we will invoke the script on the Investigate Claim transition. As we can see in the illustration below, we already have an existing script defined - Claim Workflow Actions

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The exiting script can be extended with the following line of code to invoke the reminder utility. The script should also import the library Reminder Utility Library.

setTimer("CLAIM_HANDLER","CLAIM_HANDLER_TARGET_DATE","","1");

This will invoke the reminder utility with the simplest arguments :

  1. CLAIM_HANDLER - defines the field ID which specifies an assignee to be notified
  2. CLAIM_HANDLER_TARGET_DATE - defines the field ID, which specifies a target date to monitor
  3. EMPTY - This would allow a number of days to be specified (offset) should a target date field not be set
  4. 1 - This specifies the number of days before the CLAIM_HANDLER_TARGET_DATE of when a notification should be sent.

Only the first two parameters are required, however the complete list of parameters which will be discussed in the next step

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