Question

Can this custom report schedule be done?

Forms

Updated April 12

asked on April 11

Howdy y'all,

I am trying to create a report schedule that only grabs instances submitted a week prior every week. This report is suppose to be sent out on a Thursday (Thursday to Thursday instances are grabbed). At best, I managed to isolate the instances in the report to the beginning of the week.

With Laserfiche's current tools is there a way to do this?

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Answer

SELECTED ANSWER

replied on April 12

Hi Brandon,

Forms does not support filter instances for previous week so far, but we have a feature request [306392] to support things similarly. Please keep up with Forms release notes when it will be supported.

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replied on April 12

Thank you for your quick response. I'll look forward to the change!

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Replies

replied on April 12

If you wanted to get do a more advanced option, you could do something like this...

You could create something yourself via Workflow and a direct query on the LFForms Database - and email that on any schedule you want since Workflow has much more flexible scheduling options.

This LFAnswers post includes a database view that I use that roughly mimics the Monitor page in Forms.

Then this LF Solution Marketplace post that I created shows how to create a table in an email from Workflow.

The workflow from the Marketplace is actually getting the data from a table in a LFForm submission. Instead of that, you would want to get the data from a query of the database, querying the view that you set-up based on the Answers post. But then once you have the data from the query, building the HTML table for the email would be the same.

Just an idea...

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Can this custom report schedule be done?

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