Create a weekly summary email using Schedule Workflow

[Andrew_Davies]

Hello all

I have a maintenance log for a museum - and would like to email various people a weekly report of outstanding maintenance issues.

Can this be done within Glide without resorting Make? Hoping so, but not had any success trying to work it out for myself.

Am thinking a scheduled workflow could loop through the list of issues, filtering as necessary, and build some HTML dynamically which forms the body of an email.

I guess another option would be to create a Query in a table - and use that to build the HTML ?

Thoughts welcome!

Andrew

[MaximeBaker]

Well everything can be done in the schedule workflow within Glide.

[MaximeBaker]

You can use computer columns and integration to make custom emails in a loop.

[Andrew_Davies]

I know it is wrong to reply to my own post, but I worked it out - unless there is a better way?

This is how I did it in case it helps others

For each row of the maintenance log - a template column to create some HTML

1 - A query to get new issues
2 - Lookup the template column
3 - Convert to a joined list - removing the comma
4 - Repeat 2 and 3 for in progress issues
5 - Pop it all into a template

6 - Loop through the users table and email to each

Quite easy in the end!

[ThinhDinh]

It’s quite amazing what we can do within Glide these days, ain’t it.