My current site wf that sorts on items that are overdue, pulls field values from the SP list and sends an email to the assignee. 1 email per overdue item (this wf runs weekly). However, I want to consolidate the number of emails. So my goal... Goal = send one email (weekly) to the assignee that contains all their overdue items. I will update the original post as I go on so everything is in one place and easy to follow for future. Special thanks to -
I've read through mulitple posts so I've started building on the original WF.
1. Query List 1:
Filters: Internal Due Date is less than Current Date
AND
Issue Status is equal to Active.
Field: Assigned To (AssignedToColl)
2. Collection Operation:
Target Collection: AssignedToColl
Remove Duplicates
Store Result in: AssignedToColl
3. For Each 1:
Target Collection: AssignedToColl
Store Result in: varAssignedTo (people/group)
4. (I would then place the Query List 2 (from oringal wf) within the first For Each 1)
Query List 2:
Filters: Internal Due Date is less than Current Date
AND
Issue Status is equal to Active
AND
AssignedToColl is equal to varAssignedTo
Fields: Title (titleColl)
Assigned To (AssignedToColl) --> This can be removed now. It was needed for my original wf.
Internal Due Date (dueDateColl)
Obs. No. (obsnoColl)
5. For Each
Titlecoll store result in itemTitle
Index: index (number)
6. Run parallel actions
7. Collection Operation (x3) to get my 3 fields and store each into their own variable.
8. Math operation
Calculation: Workflow Data --> index
Plus Value 1
Store result: index
9. Regular expression (this just changes the date to appear how I want it to) --> store result in varDateText
10. Build String w/ my variables --> store result in emailString
11. Exit the inner loop
12. Send Notification
To: varAssignedTo (individually addressed)
13. Exit outer loop --> done
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I can get the email to work for a single user, but I'm having trouble getting the email to send to the specific Assignee when I test it under the above.
My guess is I need a set variable, but the one I tried didn't seem to match userID's correctly. An internal employee was cced on a failed workflow when I tried that and I was the only user I was testing it.
Any help would be greatly appreciated. I've read through a fair amount posts so if you could add some more insights...
This is where I am with my mission.
Thanks!!
Jess