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Microsoft Dynamics 365 | Integration, Dataverse...
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How can I create a reminder that uses a pop-up to remind the user before an appointment or task?

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I had this idea when you create a task you can tick a custom added field called "Remind me" and if it is ticked (value=True) you can enter a date and time when you want to be reminded. Now, upon creation of an appointment I have a workflow that creates a task automatically and copies all necessary fields from the appointment (ie. Owner, Due Date, Remind me etc.). Now what I want is this: If a task is created and the field "Remind me" is True, then create a pop-up at the set reminder time. How to create this pop-up?

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  • Verified answer
    LeoAlt Profile Picture
    16,331 Moderator on at

    Hi parnter,

    If you want to reminder the users with pop-up window of alert when the time comes, you do not need to use workflow because workflow only run in the background and it could not control the page elements.

    So you shuold use js code to do this.

    You could add a js function on the form "onLoad" event to check if the current time equals the field date value, and if it is, then show an alert message.

    You could use "two options field" type field to be "Remind me" field.

    function showReminder(executionContext){
        var formContext = executionContext.getFormContext();
        //get the value of "Reminder me"
        var ifRemind=formContext.getAttribute("Reminderme").getValue();
        //get the date field value.
        var taskDate=formContext.getAttribute("taskDate").getValue();
        //get the current datetime.
        var now=new Date();
        if(ifRemind==true){
            if(taskDate==now){
                alert("reminder messages...");
            }
        }
    }

    Hope it helps.

    Best Regards,

    Leo

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