Daily Approval Reminder

k.platt

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.

Paul Newcome

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.

Paul Newcome

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.

k.platt

@Paul Newcome - 😅 Thank you! I was definitely over complicating it.

Paul Newcome

Happy to help. 👍️