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How do you create a site workflow to check a list field monthly and email the results

  • January 5, 2018
  • 2 replies
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I attempted to create a monthly site workflow that would check items in a list that have not been approved to a "yes" status. Column is a choice field.  The column is either "no" or blank by default however, our team needs a monthly email with the titles, point of contact name, and the approval status of the "no" or blank approval statuses within the entire list.  

2 replies

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  • Scholar
  • January 8, 2018

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  • January 8, 2018

Build a string to get the day for the todays value (fn-formatdate({WorkflowVariable:dtd_todaysDate},dd)), then if the day = 01, do a search query for the field you a looking for...and if found, send the email.