set a date within a page and email on reaching that date

Nick Sharpley

We are using Confluence as a policy repository and we would like to have email notification on reaching policy review dates.

So a simple email that triggers on a specified date with wording along the lines of "Policy document xxxx is due for review".

 

James Dellow

Out of the box, generating the reminder email isn't possible.

However, you could try a couple of different approaches to track documents for review:

1. Use labels - e.g. "review-march-2018"
2. Use tasks and the task report - you would need to define a specific label and/or restrict to a specific space or set of spaces to filter out out user tasks. E.g. only report on tasks in your policy space that are labelled as "policy-for-review"

To generate an email notification you would need a custom solution. If you went down that path, you could actually add a custom content property for the review date and eliminate any confusion with other labels or tasks. It would then just be a case of polling Confluence once a day to check for pages that have reached the review date in order to trigger an email. You could even create a dashboard to report on all your policies.