I have "Send as attachment" setup to be recurring, how do I go back and change it?
This sends a PDF report filtered on those rows that are past due. Which is working fine, but I now want to add names to the distribution list, but cannot seem to located where to do it for this report.
Answers
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Hi @geradsd
Unfortunately you can only edit recurrence in that send as attachment workflow. You will need to create a new workflow to include the new users.
Hope that helps
Paul McGuinness
Central Operations Manager at Care UKIf you found this comment useful, please let me know by clicking one of the buttons below: Awesome, Insightful, Upvote, or Accepted Answer. Your feedback will assist others looking for the same information and also help me out.
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Thanks Paul - Okay, no problem will creating a new workflow. Now do I cancel/delete the previous one?
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