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)!
Solved! Go to Solution.
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.
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.
I solved it like this:
Calculate tomorrows date
From that - get the next days items (query list where start date = tomorrow and return to a collection variable)
Loop through each item, and retrieve the values you want to put in the email.
Add these to a string for the email.
Remove time from date/time to just display the date.
Place names on new lines (formatting issue)
If values are present (ie there are some records found) then send an email.