Introduction

This workflow creates reminders from record profiles and cards.

Installation

This workflow is built into Cerb 11.0+. It will automatically update.

You can enable it from Search » Workflows » (+) » Record Reminders.

Usage

Navigate to any record profile page or card popup. A new Reminder button is in the top toolbar.

Clicking on the button allows you to quickly create a new reminder linked to the current record.

Reference

You can build your own record reminders workflow using this template as a reference.

Change occurrences of cerb.records.reminders to your own workflow identifier. Use a prefix based on a domain you own (e.g. com.example.workflow).

workflow:
  name: cerb.records.reminders
  description: Create reminders from record profiles and cards
  website: https://cerb.ai/workflows/cerb.records.reminders/
  requirements:
    cerb_version: >=11.0 <11.1
    cerb_plugins: cerberusweb.core
  version: 2025-01-13T23:21:57Z
records:
  automation/workerInteraction:
    fields:
      name: cerb.records.reminders.interaction
      extension_id: cerb.trigger.interaction.worker
      description@text:
      script@raw:
        inputs:
          text/record_type:
            type: freeform
            required@bool: yes
          text/record_id:
            type: number
            required@bool: yes

        start:
          set/load:
            record_id@int: {{inputs.record_id}}
            record__context: {{inputs.record_type}}

          await/input:
            form:
              title: Create Reminder
              elements:
                text/prompt_name:
                  label: Reminder:
                  required@bool: yes
                  type: freeform
                  default: {{record__label}}
                  placeholder: (e.g. "Remind me to write back")
                text/prompt_due:
                  label: When:
                  type: date
                  required@bool: yes
                chooser/prompt_owner_id:
                  label: Who:
                  record_type: worker
                  query@text: isDisabled:n
                  default: {{worker_id}}
                  required@bool: yes

          record.create/reminder:
            output: new_reminder
            inputs@ref:
              record_type: reminder
              fields:
                name: {{prompt_name}}
                remind_at@date: {{prompt_due}}
                worker_id@optional,int: {{prompt_owner_id}}
                links@csv: {{record__context}}:{{record_id}}

          return:
            alert: Reminder created!
      policy_kata@raw:
        commands:
          record.create:
            deny/type@bool: {{inputs.record_type is not record type ('reminder')}}
            allow@bool: yes
  toolbar_section/recordProfile:
    fields:
      name: Reminders
      toolbar_name: record.profile
      priority@int: 50
      is_disabled: 0
      toolbar_kata@raw:
        interaction/reminder:
          label: Reminder
          uri: cerb:automation:cerb.records.reminders.interaction
          icon: pushpin
          inputs:
            record_type: {{record__context}}
            record_id: {{record_id}}
          after:
            refresh_toolbar@bool: no
            refresh_widgets@list: Ticket
  toolbar_section/recordCard:
    fields:
      name: Reminders
      toolbar_name: record.card
      priority@int: 50
      is_disabled: 0
      toolbar_kata@raw:
        interaction/reminder:
          label: Reminder
          uri: cerb:automation:cerb.records.reminders.interaction
          icon: pushpin
          inputs:
            record_type: {{record__context}}
            record_id: {{record_id}}
          after:
            refresh_toolbar@bool: no
            refresh_widgets@list: Properties