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Question

Question

Capture form data, use workflow to email running list of data

asked on September 23, 2020

Hello,

Researched high and low but couldn't find any scenario quite like the one we have.

Scenario:

Employee submits a request for manager approval. If approved, form is routed to HR for other steps. 

At the end of each day, department head would like to receive a notification when the manager approves requests but in a summary list of all employee requests for the day. This summary should be sent regardless if forms are still in process with HR.

Is this possible? Appreciate any help/feedback. Thank you in advance!

~Jo Anne

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Answer

SELECTED ANSWER
replied on September 24, 2020

Check out the the feature labeled "Report Schedules" in the below link. I would create a report and filter the results to be included in everything up to HR review. You would have to get in there and fine tune it, but this should get you close.

https://support.laserfiche.com/kb/1013930/list-of-changes-for-laserfiche-forms-10-3-1

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replied on September 24, 2020

Thank you @████████!

I was completely over thinking things and forgot all about the report schedules...newbie mistake laugh

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