I have "Send as attachment" setup to be recurring, how do I go back and change it?

geradsd
geradsd ✭
edited 09/09/24 in Add Ons and Integrations

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.

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Answers

  • Paul McGuinness
    Paul McGuinness Overachievers

    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 UK

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  • geradsd
    geradsd ✭

    Thanks Paul - Okay, no problem will creating a new workflow. Now do I cancel/delete the previous one?

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