There is a problem with the reminder.

[Jo Benske]

There is a problem with the reminder. If I enter a reminder in a task and then change the user of the task, the reminder is automatically deleted. (refresch Browser)
This worked properly about 6 months ago.

If I change the task's user first and then enter the reminder, the new user is not notified about the task (no popup, no email). There is also no entry in the database. So I cannot send reminders to other users to whom I assign a task.
This worked properly about 6 months ago.

[yuri]

It's how it works now by design. A user has its personal default reminders applied automatically. The default reminders are set in the user's preferences.

[tvio]

Dear yuri,
yesterday I updated Espo from version 8.0.4 to the latest 9.0.1 - a big leap.

As you wrote, the reminder policy has changed.

We have a big problem with this since yesterday, because Tasks are created/set up for another user. (User_1 creates and assigns to User_2). Until now, he could set a reminder for him. For some tasks it was a week before the due date, for others 40 days.

Now he can neither set a reminder nor see them. The biggest problem at the moment is that we don't see if someone has this reminder set or not. It's important that they have it, and sometimes they may not.

I understand that reminders are "per person", but it was like that before, that the reminder came to the assigned person, but at least it was possible to set it for him.

How can we deal with this?
Is there a chance that you will change this?

[yuri]

I can suggest using formula to create Reminder records automatically. A custom field can be used to specify the value.

This feature will not be changed.

[yuri]

You can also set multiple reminders for users in their preferences.



If a task is created with the date end on 7+ days, two reminders will be created.
If 1..7 days, only 1d reminder will be created.

[tvio]

thank you for your quick response.
We have one more problem. If the task is for the user, and he wants to add a reminder but the due date has passed, then the reminder can be added (on time), but after refreshing the page it disappears. After saving the reminder, the application returns the information "Saved".

The user can just as well add a reminder, and move on, he will not notice that the due date has passed, and the reminder will not finally reach him "on time".
Is this a bug or a fueature? Can some validation be added so that the reminder cannot be saved if the due date has passed?

[victor]

That's how it should be. You should change the date to one that hasn't yet arrived (if you plan to receive reminders).

[yuri]

It's a feature If the due date has passed, it means that the max date when the reminder can be show is in past. Maybe we can consider adding a UI validation, but not yet sure.

[tvio]

Ok. I add Conditions making field "Reminders" invalid
(
Date Due ∈ Past
)

[tvio]

yuri,
Everything is clear to me, but it still doesn't solve our the biggest problem at the moment is that we don't see if someone has this reminder set or not. It's important that they have it, and sometimes they may not.
Is it possible to add a function so that the reminders assigned to the task will still be visible?

When creating a task, I assign a person, and after saving, the reminders will be displayed (e.g. the ones added automatically that you wrote about above), grayed out, unable to be edited by the "unassigned user", so that it is known that they were added - "to be sure".