Adding Reminder Functionality to a Form

Overview

Kuroco's custom member filter allows you to narrow down the target members with flexible settings. In this tutorial, we will use the custom member filter to implement a reminder function that sends notifications to the responsible person if the submissions to a received form has not been made within a certain period of time.

Specifically, we will send notifications to the responsible person if the following conditions are met:

• More than 4 hours have passed since the form was submitted.
• The status of the submissions is "0::Not supported"
• The sender of the form belongs to the "Paid support" group.

What you will learn

You will learn how to implement the reminder function using the following steps:

• Creating a custom member filter
• Creating a batch process
• Testing the Functionality

Prerequisites

Before starting, make sure to add the following form and members.

Members

Add several test members who belong to the group that requires reminders. In this tutorial, we have prepared members who belong to the "Paid support" group.

Form

Prepare a form to which you will add the reminder function. Set the status list in the basic settings to the default configuration.

0::Not supported
5::Supporting
10::Support finished
20::Replies

You can create other items as desired.

Also, for testing purposes, log in as a test user and send the form, creating a submissions associated with a member.

When you send the form while logged in, the name of the submissions will be linked to the member information details page.

Creating a Custom Member Filter

First, create a custom member filter to narrow down the customers who meet the specified conditions. The conditions for narrowing down are as follows:

• More than 4 hours have passed since the form was submitted.
• The status of the submissions is "0::Not supported".
• The sender of the form belongs to the "Paid support" group.

In the left sidebar menu, select [Member] -> [Custom member filter].

Click [Add].

Field	Value
Title	Customers Requiring Urgent Attention
Access Restriction	Public
Module Search Condition	AND
Member Tab	Group in Paid support
Form Tab	Form ID = ID of the target form (15) AND Status = 0 AND Received Date Relative < -4 hour

info

In the form tab of the custom member filter, you can narrow down the members who have submitted the form based on the conditions of the form.
You need to be logged in and have the form submission associated with a member.

Once you have set the configuration, click [Add] to add the custom member filter.

Creating a Batch Process

Next, create a batch process that periodically checks if there are any users who meet the criteria of the custom member filter (customers who require urgent attention) and sends a notification to the responsible person if there are any.

In the left sidebar menu, click [Operation] -> [Batch process].

Click [Add].

Configure the following:

Field	Value
Title	send_reminder
Identifier	send_reminder
Type	Hourly
Process	The following

send_reminder

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View on GitHub

caution

• Please change the part {assign var='method_params.custom_search_id' value='21'} to your own custom member filter ID.
• Please change the part {$smarty.const.ROOT_MNG_URL}/・・・&inquiry_id=15 to your own form ID.
• Please enter the recipient's email address in YOUR_MAIL_ADDRESS@example.com.

Testing the Functionality

Finally, test the functionality.
Wait for the batch process to run or click [Run immediately] to execute the batch process.

You will receive the following email:

Clicking the link in the email will display a list of submissions with a status of "0::Not supported" that have been pending for more than 4 hours.

This concludes the explanation of adding a reminder feature to a form.

Related Documents

• Setting up inquiry forms with Kuroco and Nuxt.js
• Using custom member filters
• Smarty Plugin