AnsweredAssumed Answered

Create Summary Notification on Items

Question asked by guerlain.howard@amerigroup.com on Sep 29, 2016
Latest reply on Oct 13, 2016 by greenawayr

Hi all, 

 

I've searched through the forum and couldn't find any solutions to my exact issue. I'm hoping someone can advise:

 

I'm looking to have a summary of the incomplete/open items assigned to an individual sent to them via e-mail on a daily basis - capturing the fluctuation in Open items and excluding "completed" items

 

I understand scheduling the site workflow and have got the workflow to send the notification, unfortunately, I have not been able to figure out how to get it all in ONE email. Some individuals have up to 20 items assigned to them and getting 20 e-mails would annoy anyone, which I'd like to avoid. 

 

Please advise (and I'm super visual so any templates would REALLY help, though all help is welcome). 

 

 

Thanks in advance! 

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