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Question

Question

Workflow process to run reminder emails based on submission date

asked on September 21, 2020

I have 2 workflows for a Business process, one to send the Form to customers in a batch(i have a sql table with about 400 rows of data with the customer details. I fetch the email address and run the workflow so all the 400 customers get the forms) They are requested to fill the form and submit the form.

Once the form gets saved to repository after the submission i have another workflow process which gets executed based on the workflow rule. This workflow is used to update the SQL table with a specific value from the form.

If i need to send reminder emails to the customers who have not submitted the form, my original idea was to use the input parameters for initial trigger and reminder trigger and based on the values i can run the reminder branch in the first workflow. I have 2 branches (Init branch and remind branch in first workflow)

The first workflow send the forms to the 400 customers.

Second workflow picks the data from repository and updates the SQL table.

Where and how can i run the remind logic... the second workflow has access to the submission date but i need to run the remind branch in the first workflow.

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Replies

replied on September 21, 2020

Is there a reason you want to include it in the original workflow? I would recommend splitting it out to a separate workflow that can used exclusively for reminders and then called periodically--manually or scheduled--when you want to send the reminders.

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replied on September 21, 2020

Will try it out in a separate workflow. I've done reminders on other workflows as part of the entire workflow but never had a workflow separate for reminders. Seems like a good idea. Will try this way. Thanks!

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