The trigger date increments weekly. The conditions date should also.
I enter notes daily throughout the week. The following Monday I want the previous weeks notes sent to X to review the previous week.
Sign in to see the current vote count, add your own vote, or leave a comment.
You should be able to set your condition to be where Date is in the Last 7 Days (or whatever number of days you want).
Correct me if my thinking is incorrect but then I would need to set up all those requests on Sunday (Saturday?) to capture the entire previous week of Sun - Sat.
Not necessarily. If you want to send it on Monday and grab the previous week of Sun - Sat you could set your condition to be within the last 8 days. You can adjust how many days in the past the condition will look at, and you can include additional conditions if needed.
In the Resource Management Plan Settings in Control Center, there is no way to link the Client and Project Code fields even though they are not Custom fields and part of the first 3 fields you enter when creating a new project. I can't select them in the Custom Resource Management Information Fields because they are not…
I’d like to see user analytics for WorkApps. I’ve checked the user report available in the Collaborator Pack, but it only shows how many times someone has clicked into the WorkApp each month. I’d like to know: Which resources (dashboards, sheets, forms, etc.) are getting the most traffic? Where are people spending their…
The 'Sheet' icon appears purple in the left navigation but blue within the sheet, creating inconsistency. Aligning icon colors across the platform would improve clarity and simplify user training. Please standardize the icon color to enhance user experience and reduce confusion during onboarding.