How to generate a fixed-time reminder
Setting Message notifications by date component in the form belongs to standard edition and VIP version. Experience edition is not supported.
1. Scenario
Sometimes there are some specific requirements, and you need to send a message notification at a specific time to remind relevant personnel to handle the business. For example, a credit card overdue reminder reminds business personnel to remind customers 7 days before repayment, so you need to enter overdue information in advance in the background, at a fixed time, remind business personnel to handle it.
2. Design ideas
Use the subform to record the data of each month in the subform, then use the business association rule configuration subtable to update the main table, and fill in the to-do reminder table, the reminder table is configured to push message notifications based on the first seven days of the fixed time of the form date component. When the fixed time is reached, a message reminder is generated for the fixed member.
3. Form design
[Basic data table]: enter the data to be processed in each month in the subform.
- To-Do: The business member who needs to be pushed.
- Data entry time: the data entry time.
- Reminder details: Month-fixed month; Business to-do time-the time when the business to-do list is pushed to the corresponding business personnel; To-do list-note the specific business items to be processed.
【To-do reminder table]: the data in the to-do reminder table is added to the basic data table through business association rules.
4. Configure business association rules
Configure business association rules in the basic settings table,After the subform records the data of each month in the subform, use the business association rule configuration subtable to update the main table and fill in the to-do reminder table.
5. Message notification configuration
After inserting data, you need to configure the message notification timer according to the inserted to-do time. Here, the message notification timer is configured as the start time from seven days before the to-do time, and reminders are made every day until the to-do time day, and notify the member component to-do list in the form.
6. Video demonstration
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