Add date-type metadata

The Date field type is used to enter metadata in date format. You can schedule automatic notifications based on the date entered in the field. As an example, you can specify a process to send an automated notification to a predefined user or group when a contract needs to be renewed.

Define the notification schedule, select the roles which will receive the notification and add a text that is displayed to the recipients on the email notification.

If you need to let the metadata creator determine who receives the notification, create a person field, add it to the same template as the date, and select the person field for the notification recipient (role). In the example below, the Contract owner (person field) is notified when the contract needs to be renewed.