Weekly summary email workflow

7 years ago
March 21, 2019
2 replies
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+1

lambey

I'm very new to all this, so apologies if this is a bit simple of me.....

I need to create a site workflow (I think), which runs once a week (on a Friday), and emails a list of people the events for the following day (it's a weekend duty rota).

All I want to get is the Title, Start Date and End Date.

The data looks like this (it's in a Sharepoint calendar):

I'd like the email to be something like:

"The duty rota for the weekend 23/03/2019 to 24/03/2019 is as follows:

Security - blah blah

Fleet - blah blah

DPA - blah blah

Production - blah blah"

I've seen some workflows where summary emails are done but I can't work out how to get it to work for this (what I think should be fairly simple) scenario.....could someone please give me some pointers (or better still examples)!

Thanks!

F

+7

fccrous
7 years ago
March 28, 2019

Hello,

Yes, you will need a site workflow that kicks of every Friday.

1. You need to identify the tasks for the weekend. So to do this, you will need a Query list action that will filter on Start date bigger than Current Date and End date smaller than Monday. This will then be saved to a collection. I personnaly prefer to save the ID field in the collection so that I know exactly which field to work with.

2. To work with the Collection you need a For Each action. The For each action with take the tasks one by one. First action in your for each would be a query list again but this time you are using each ID one at a time and getting the Title field and maybe the body field or even an assigned to field. There is a lot of different ways that the tasks can be displayed with varying degrees of difficulty. :smileyhappy:

3. Send notification - outside of the For Each, you can perform a Send notification action that will send all the details to the list of people.

This is very highlevel. Let me know where you get stuck.

Kind regards,

Francois Crous

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