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Questions related to Date Token Calculator for Email Notifications

asked on December 21, 2023 Show version history

UPDATE: I was able to use the "for each entry" activity to hit all the documents, I still do not have the emails, but it did run all documents through the conditional logic. Why the date of the document being the target date not triggering the email is still an issue.

 

I have a need to monitor documents in a folder that have a date that is X number of days away from TODAY, once that happens send an email. For my first condition, I need an initial email at 90 days, then 60, then 30. In my testing folder I have four documents. Of the four, I have one with a date 90 away, one 60 away, one 30 away. I do not get the emails.  The workflow completes without errors but the date conditions do not meet the conditions.  I tried using the For Each Entry again in the branch, that did not work either. Please note: I am inexperienced with For Each Entry/For Each Value and not solid on when they should and should not be used further in a workflow.  

In my "Conditions that have been evaluated screen", I would expect all three documents to try to pass each of the three conditions but it seems that each of them is trying to pass only one. Below is a snapshot of the full workflow and then some details.  Date field on each of the three documents I'd expect an email on are:  1/21/24 - 30 away, 2/20/24 - 60 away, 3/21/24 - 90 away.

 

 

 

 

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Answer

SELECTED ANSWER
replied on December 21, 2023

You have a for each entry loop, but you only have the retrieve field values inside and everything else is outside; with that configuration, it is looping through all the entries first, then moves on.

As a result, when it gets to your branches, it only ever sees the last field's values.

If you're trying to do this for multiple documents, then all of it needs to be inside of that loop so it will run for each document using that document's values.

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Replies

replied on December 22, 2023

Thank you, Jason! 

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