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Question

One email per user, per day

asked on March 10, 2014

We have a process with items that are pending approval are routed to a user folder for them to review and approve.  We want that user to be notified only when there are items in the folder and only once per user no matter how many items they have.

 

For example if John has 3 items to review on Tuesday the email schedule would run and send him the email that he has 3 items to review, but not send him 3 separate emails.  It would also only email him if items are in the folder waiting for him.

 

My workflow right now is setup to perform the search on the correct folder tree and only retrieve items that are set as "pending".  I then setup a "For Each Entry" process to retrieve the field names. This is followed by a "For Each Value" as it retrieves the username and then sends an email.  The workflow sends the email however as you can guess it does this "For Each Entry" and so users get multiple emails.

 

Basically I want to combine this so only ONE email goes out for users with items in the pending state.  Thank you!

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Answer

APPROVED ANSWER
replied on March 10, 2014 Show version history

To do this you will want to use Business Processes Notifications. These are available for Business Processes with active steps. You are able to configure what roles should be notified and how often to send the notifications, it will then compile all user tasks together into consolidated emails by that schedule. 

It will take you turning your Workflow into a Business Process and configuring the steps and roles accordingly, but it should do exactly what you are looking for.

 

For more information: http://www.laserfiche.com/support/webhelp/workflow/9.0/en-US/LFWorkflow.htm#cshid=Resources/Business%20Process/Business%20Process%20Notifications.htm

Also touched on here: https://support.laserfiche.com/search/RecordClickHandler.ashx?url=https%3a%2f%2fsupport.laserfiche.com%2fGetFileRepositoryEntry.aspx%3fid%3d2577%26mode%3ddownload&sid=4ea88480-fe80-455b-b439-33876969b89c&rank=4

 

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Replies

replied on March 10, 2014

Another option would be to write links, based on your search results, to a single token with multiple values. Then to send one e-mail, with multiple links to all of the documents. If you wanted to display metadata related to the document link(s), then you could use multiple tokens, each one representing columns in a table. You could then use HTML in the e-mail editor to develop a table in which to put the token(s).

 

This approach is possibly more complex than Business Processes Notifications, but it may be less invasive and more flexible based on your existing workflow.

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replied on March 11, 2014

Thank you both.  I had not thought about a business process but I will look into that.  The thing I am learning about workflows is what seems easy on the surface does require a little more work, but it is great exercise for the mind! (and a whiteboard)

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replied on May 21, 2014

Is there a way to create a link to the folder/document that is part of the business process?  I like the idea of only having it sent perhaps every 4 hours, but I'd like to include a link to the folder that is under review (I don't know HTML or how to do this if possible).

 

Thanks!

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replied on August 13, 2014

Could someone provide me with a printscreen showing me how to configure the business process to send the email notification only once a day? 

 

I'd like my staff emailed once a day, at noon, if their new mail folder has had new scanned items dropped into it.  I have created the WF and it works, but of course will sent an email for each document scanned in.  After seeing this post by Will and answer by Matt, I have now made it a business process and created the BP rules, but can't see where I can configure it for the time to send each day.  Thanks!

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replied on August 14, 2014

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replied on August 22, 2014

I wanted to update anyone still following this string, and ask for more help, as well. 

 

I set the server timer, as shown above by Daryl, for 11:30 and activated it (enabled).

I also made my WF a business process and added starting rules for the BP.  And added a timer to the BP for 11:45 each day.

I then started getting an email going to the person once a day, regardless of the starting rules that said only if a new document is created or moved into a specific folder (and hopefully only once-a-day).

 

To try to stop it from sending every day, I first turned off the server timer.  It still sent an email (@ 11:45) regardless of no new items in the mail folder.  I am so confused now, I don't know what parts of the following starting rules I should use...

 

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replied on August 22, 2014

Connie, here's what I would do for that I think. I'll describe it at high level and you can reach out to me if you need detailed help designing it:

 

To be clear, we want workflow to track for each user any documents created or moved into the user's "Inbox". Then at a specified time every day send an email containing a notification (or list of the files in their folder) but ONLY if it's changed during the last 24 hours.

 

1. Make sure in Manage Trustees that your users have their Default Folders set to these Inboxes you want to monitor.

2. Create a field that only workflow can see called something like Daily Changes Check and assign it to the Inbox folder for each user.

3. Create a workflow that monitors those folders for the change criteria you want (Entry Created, Entry Moved) and changes the Daily Changes Check field to Changed whenever anything new lands in that folder.

4. Create another workflow that runs only on a daily schedule that performs a Find Group function and point it at a Laserfiche Group that contains all the users you want to check daily. Then For Each User have it check the Daily Changes Check field on their folder and if it equals Changed send an email and then set the field back to blank.

 

This is a high level description I know but this is the general overview for how I'd tackle it.

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