Notify about due items
A user that provides valid email (smtp) settings, can be notified by docspell about due items. You will then receive an e-mail containing a list of items, sorted by their due date.
You need first define smtp settings, please see this page.
Notifying works simply by searching for due items periodically. It will be submitted to the job queue and is picked up by an available job executor eventually. This can be setup in the user settings page.
At first, the task can be disabled/enabled any time.
Then two settings are required for sending an e-mail. You need to specify the connection to use and the recipients.
It follows some settings to customize the query for searching items.
You can choose to only include items that have one or more tags (these
and-ed, so all tags must exist on the item). You can also
provide tags that must not appear on an item (these tags are
or-ed, so only one such tag is enough ot exclude an item). A common
use-case would be to manually tag an item with Done once there is
nothing more to do. Then these items can be excluded from the search.
The somewhat inverse use-case is to always tag items with a Todo tag
and remove it once completed.
The Remind Days field species the number of days the due date may be
in the future. Each time the task executes, it searches for items with
a due date lower than
today + remindDays.
If you don’t restrict the search using tags, then all items with a due date lower than this value are selected. Since items are (usually) not deleted, this only makes sense, if you remove the due date once you are done with an item.
The last option is to check cap overdue items, which uses the value
in Remind Days to further restrict the due date of an item: only
those with a due date greater than
today - remindDays are
selected. In other words, only items with an overdue time of at most
Remind Days are included.
The Schedule field specifies the periodicity. The syntax is similiar
to a date-time string, like
2019-09-15 12:32, where each part is a
pattern to also match multple values. The ui tries to help a little by
displaying the next two date-times this task would execute. A more in
depth help is available
example, to execute the task every monday at noon, you would write:
Mon *-*-* 12:00. A date-time part can match all values (
*), a list
of values (e.g.
1,5,12,19) or a range (e.g.
1..9). Long lists may
be written in a shorter way using a repetition value. It is written
1/7 which is the same as a list with
1 and all
7 added to it. In other words, it matches
1+7+7+7 and so on.
You can click on Start Once to run this task right now, without saving the form to the database (“right now” means it is picked up by a free job executor).
If you click Submit these settings are saved and the task runs periodically.
You can see the task executing at the processing page.