How do I send reminder or prior overdue email notifications?


How do I send reminder or prior overdue email notifications?


As of version 5.1.7, WorkflowGen provides the ability to send reminder email notifications. These are known as prior overdue notifications.

You can define a hierarchy to handle prior overdue notifications by specifying additional notification conditions based on VBScript date/time calculation functions.

In a process action, if you want to notify a user that an action will be late within a specified period of time, you have to add an additional notification on the action using the prior overdue event.

To add a new prior overdue notification to an action, do the following:

  1. On the process action Notifications tab, under the Additional section, select the Prior overdue event.

  2. Select the recipient(s).

  3. Select the Default template or a previously created custom template.

  4. Click Add.

  5. Enter the condition (see below for examples).

Example 1: Notification is sent within 3 days prior to overdue


Example 2: Notification is sent within 15 minutes prior to overdue


Alternatively, you can use the following syntaxes for examples 1 and 2 above:


There is no limit to the number of additional prior overdue notifications that can be added to an action (e.g. 2 days, 1 day, 1 hour, 30 minutes, etc.).

Note: If you don’t specify a condition, the prior to overdue notification will be sent whenever an action is created with a lead time and the Windows Engine service is run. It is best practice to add a condition as per the above examples to control when the prior overdue notification is sent.

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With the more recent versions of WorkflowGen, an easier approach would be to use the action macros for pre-overdue and overdue time. Those macros already contain the time difference in days, hours, minutes and seconds.