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Question

Count prior months documents & email that quantity

Workflow

Updated September 26

asked on September 25

I have a folder with documents that have a metadata field called "Date Received". I want to create a workflow that will establish the current month's date and count any documents that have a date received date prior to the current month.

Any Ideas?

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SELECTED ANSWER

replied on September 26

Update... I was able to achieve this through a well-crafted search query with the Search Repository Activity. Then, I used the search repository result count token in the email activity.

Here is the syntax if anyone needs it:

{LF:LOOKIN="my desired folder"} & {LF:Name="*", Type="D"} & {[]:[Date Received]<"%(Date#"MM//01//yyy"#)"}

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Asked September 25
Updated September 26
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Count prior months documents & email that quantity

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