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Hello!
Is it possible to create an email notification to a certain group of emails on a monthly basis with a dashboard link notifying them to review?
Hi,
Yes, it is.
You could add rows with the dates that should trigger an Alert that contains the link to the Dashboard. Another possible way could be to set up a specific formula that checks a checkbox or similar on a specific date each month.
Would any of those options work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
How did it go? Did you manage to get something set up?
Happy Holidays & Happy New Year!
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