v.reschke

Summary email of outstanding tasks - only one per Assigned To

Blog Post created by v.reschke on Oct 21, 2016

I was asked to create a workflow to send a reminder email to all the manager's that have time cards yet to be reviewed by them. I want to send only one email, even if they had more than one time card to review. 

This is a SITE workflow. This way I can schedule it to run when I want. You can schedule it to run at what ever interval you desire. List or Library workflows work best when set up to run when something is created or modified.

 

First set up your variables. 

 

This is what my workflow looks like. 

 

Configure your first query: I filtered by the status of Submitted as they are ready for review but not yet reviewed.

Select your "Collection" variable.

 

Next, use a Collection operation to remove the duplicates

 

Configure the For each

 

Next we want set a variable to find the Manager's User ID so we can filter it later. 

 

We will query this list again. This time filtering so the list Column (manager) and the Variable match up.

 

Now I want to send a notice to each manager based on this query.

 

You can use this on a task list, workflow task list, or just about any list or library that has a people picker and choice column.

 

I hope you find this useful!

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