Question

Repeat Email Notification in Workflow

Workflow Version 11

Updated December 21, 2023

asked on December 21, 2023 • Show version history

I asked this in another question but it was buried deep within a lot of other questions. Maybe someone has experience with this one thing who can help.

1 - Conditions are met based on metadata

(including a stop notification indicator not being marked as yes)

2 - Email is sent based on token date from a metadata date set on document

3 - Repeat that exact email above every 30 days

How can I use the Repeat activity to send that email exactly every 30 days form the initial email? If Repeat is not the best choice here is there any other way to do the same than build out another conditional branch for subsequent time frames?

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replied on December 21, 2023

Repeat is not the right tool here. This workflow would be long lived and only go through the documents that were in the folder when it started. Any new documents placed there after that would not be detected.

The more efficient way to do it is to look for the documents that are eligible for email every day. So you have a daily WF that search for documents where the field equals the current date. You send the emails and you update the field value for the next email to be 30 days from now, then workflow completes. When WF runs again in 30 days, it will find them and send the next batch of emails.

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replied on December 21, 2023

Thank you!

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Repeat Email Notification in Workflow

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