Automated Workflow...What is the best way to optimize the Update Request?



I am trying to set up an automatic workflow that will send a notification to users who have tasks assigned to them on a weekly basis (recurring) to get status updates. I have created the following request with a custom message:

However, some users are not seeing the customized message, so they are unaware of the task that I am asking them to looks like this in their inbox:

The other issue is that, this is not consistent...some users are seeing the customized message while others are not.

Also, I do not want users with multiple assigned tasks to get a separate email for each task, I want them to get one email that allows them to scroll through each task and update.

What is the best way to optimize the automated workflow to achieve this functionality?



  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @eahills

    I hope you're well and safe!

    Ensure to include the same fields in the update fields as you have in the Placeholder information.

    Also, have you explored using a report instead?

    Placeholders will generate separate notifications when using placeholders with Alert or Update Request actions in change-based workflows if six or fewer rows are triggered simultaneously. The custom subject and body will be removed if seven or more rows are triggered at once.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • eahills
    eahills ✭✭✭

    @Andrée Starå - how would I utilize the report functionality?

    Also - does anyone know the reason why there is a limit of six?? This seems extremely arbitrary and not very functional at all....