Daily Approval Reminder
I have a workflow setup to decision exceptions. The options are approve, decline, and submitted.
I am trying to create a daily reminder for when a request is in submitted status to remind the recipient to take action and the ability to complete the decision should be in the reminder.
I reviewed the forums, however, the recommendations provided do not allow for a daily reminder.
Looking to the group for some recommendations.
Best Answer
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You would set your trigger to be a date based trigger. Where it says "Run Once", change that to custom and set it to run every 1 day. Then you would have a condition block to filter for rows that are still Submitted status.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Answers
-
You would set your trigger to be a date based trigger. Where it says "Run Once", change that to custom and set it to run every 1 day. Then you would have a condition block to filter for rows that are still Submitted status.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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@Paul Newcome - 😅 Thank you! I was definitely over complicating it.
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Happy to help. 👍️
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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