danjact
Forms Fledgling

Site Workflow for checks and notification - does this look right?

I've tried to put together a site workflow that will make checks every day against a date field, and

send out notifications if the check passes.  Here's what I've got - does this look right to you?

 

 

 

 

 

SITEWF1.jpg

 

SITEWF2.jpg

 

SITEWF3.jpg

 

SITEWF4_LI (2).jpg

 

 

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efarley
Cloud Wanderer

Re: Site Workflow for checks and notification - does this look right?

@danjact 

Do you expect to identify more than one item in your query list action?  You will only be able to capture one item in an ID variable.  With a site workflow to capture all items that fit a specific criteria, you should use a collection variable that includes only the ID, then use a for each loop to loop through the resulting recordset and action each item.

You can include the conditions you have in your Set a condition action, in the Query list action and retrieve only those items you need to action.

See this example. Hope this helps:

efarley_0-1615471206234.png

Then configure all the actions you want to take on each item in a For Each set

efarley_1-1615471621579.png

efarley_2-1615471637655.png

efarley_3-1615471971926.png

efarley_4-1615472255117.png

 

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