I need to write a simple workflow to return the due dates of tasks in an approval workflow with multiple levels of approval to see if the due dates are approaching. I want schedule this to run every day at midnight and I plan to use a notification to return the results to each of the 3 approval teams. I am already using reminders on flexi tasks to alert users that their task is approaching the deadline, but I am not sure if the reminders will meet the requirement. I am looking for a recommendation on best practices for this approach.
Thanks,
David
Hi David,
my personal best practice would be to only use the task reminder mails . But if you really need the additional workflow, this is how i would have started:
Afterwards you should have a collection of all IDs of all task where the due date meets your requirements. You can then use another "for each" on your cleaned collection and send mails to the task assignee for each of this tasks.
Sorry to not provide you any screenshots but my dev license has expired
Let us know if this works for you or if you need further assistance.
Regards
Philipp
Phillip,
Can you give more details on filtering for the Current ID of the collection? Not sure what yoyu meant by this.
Thanks,
David
Hi David,
if you use a "for each", you have to provide two parameters. The first parameter is the collection you want to process. The second parameter is the currently processed item.
Let's say you have a collection of [Banana, Orange, Apple] and you put this collection in the first parameter. As the second parameter you enter a regular (non collection) variable called "Fruit". This means in the first loop of your "for each" you will have "Banana" in your "Fruit" variable. In the second loop it's going to be "Orange" and so on...
The "Fruit" is what i meant by "Current ID of the collection". Only in your case it won't be fruits but ItemIDs
Let us know if you need further assistance.
Regards
Philipp