Rule not working - due date approaching

English Forum Tips and Tricks
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1

Hello everyone,

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?

Screenshot 2025-06-18 at 15.20.39
Screenshot 2025-06-18 at 15.20.391245×804 42.8 KB

Screenshot 2025-06-18 at 15.20.47
Screenshot 2025-06-18 at 15.20.471285×327 21.2 KB

Thanks a mil.

2

Hey @Rashad_Issa,

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?

3

Hi @Phil_Seeman

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 :frowning: not sure what to do.

4

Here’s your problem, @Rashad_Issa!
image

OK, just kidding; I’m sure you paused that rule to test out the second one.

Honestly, I’m as baffled as you are. @lpb @Bastien_Siebman @Richard_Sather etc - any ideas?

1 Like
5

@Rashad_Issa – have you tested to see if removing check if condition does anything?

2 Likes
6

I agree with @Christine_Bolton to remove the Check if.

I wouldn’t think that would prevent the rule from firing, but you never know.

And I’m pretty sure it’s redundant; Due date is approaching rules won’t run on completed tasks.

Are you sure you have tasks that qualify?

To test, I’d make a new rule like this (assuming you get this in before midnight tonight):

  • Due date is approaching Today
  • No Check if
  • Add comment “test” (no variable)
  • Add a task with a due date of Thursday
  • See what happens after 1AM Thursday; if it doesn’t work, send screenshot to Support

Thanks,

Larry

3 Likes
7

I had the same issue in a similar rule recently, didn’t find a solution so far.
I’ll try to recreate the trigger as advised :slightly_smiling_face:

3 Likes
8

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.

1 Like
9

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.

1 Like