I am facing an issue trying to create a rule to notify assignees and ‘people’ custom field individuals that their task is approaching its deadline.
This is required for a compliance workflow we have.
Here are two sets of rules we tested and neither of them worked.
Can someone please take a look and advise what I have missed from the set up or what I need to change to get the rule to work?
Does the rule run history, and the task activity, indicate that the rule is not firing at all? (That’s my guess.)
You do know that these rules are only evaluated at midnight, right? And that they’ll only evaluate to true on midnight of the exact specific day(s) that you have in the trigger?
Yes, the rule has not run at all and I am aware of the midnight run time.
The rule was created about 2 months ago and June is when it should have run, but that did not happen.
thats when I replicated it with the intention to run yesterday midnight, and that did not happen as well not sure what to do.
Thank you all for your help provide solutions.
Will test and see if the rule works for Monday. I will update you all on here then.
Have a lovely weekend.
Is it possible those tasks are actually subtasks? Whenever I’ve had similar incidents, it always turns out I’d overlooked allowing the rule to run on subtasks. I seem to have trouble remembering to do that since the latest UI update moved that toggle from the main rule editing page to inside the settings menu.
I work in Rashad’s team and have tested the rule (removing the ‘check if’ section and ensuring the due dates are correct) and the rule still has not run / hasn’t worked.
Could someone please advise on this issue, thank you!
But I think you’ll need Support, which you could do with your current rule. Just include specific links to the project, task(s) that should have changed, and the rule in your request.