• Setting reminders for documents to trigger timelines

  • OpenKM has many interesting features, but requires some configuration process to show its full potential.
OpenKM has many interesting features, but requires some configuration process to show its full potential.
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 #17024  by okmuser
 
Hi,

I have been using OpenKM for more than a year now without any issues.

Thank you so very much for creating an open source project like this.

One question - I like to set reminders when I upload documents - say when I upload an invoice which I need to pay in 10days, I like to set a reminder on the document to send me an email in 10days.

Is there any way I can fulfil this requirement. I am currently looking at the workflow documentation to see whether this is possible but would like to know is there any other way to accomplish this.

Thanks with regards,
OkmUser
 #17054  by jllort
 
The easiest way for doing it is: metadata + crontab task ( take a look here http://wiki.openkm.com/index.php/Crontab , http://wiki.openkm.com/index.php/Property_Groups and http://wiki.openkm.com/index.php/Proper ... definition ). That's the idea is used for implementing http://wiki.openkm.com/index.php/Document_expiration

Two basic steps
1- Basically in your metadata should add one field to store a date ( It'll be more easy that store a date )
2- Implement crontab task, that uses seach api to search files into some metadata rank

really it's easy to be implemented, but you will need some time for doing it, I suggest take a look at our http://wiki.openkm.com/index.php/Developer_Guide
 #17068  by okmuser
 
Hi Jllort,

Thanks for the information.

I already have a date input in one of the property groups, so part of the issue is solved, but can you please guide me in the right direction to find out more about how to implement the search api and to integrate with metadata.

Thanks very much

OKMUser

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OpenKM is part of the management software. A management software is a program that facilitates the accomplishment of administrative tasks. OpenKM is a document management system that allows you to manage business content and workflow in a more efficient way. Document managers guarantee data protection by establishing information security for business content.