How to send an email notiffication to assigned to based on Follow up date in flow designer

Bala13 · ‎03-20-2022

HI,

In demand module, we have a Follow up field which is Date type. When the state is set as "Awaiting" then Follow up date will be visible on the form. Then user will be picking up the follow up date.

Then, we have a flow designer to send the notification on follow up date to Assigned to user. If the assigned to is empty, then email notification should be triggred to Assignment group.

Issue is, email notification is not getting triggered. Please help me with this.

Please help me with the request above and do the needful.

Jason123 · ‎03-20-2022

That looks way too complicated. Try running the Flow daily and then performing a lookup on the Demand Table with the conditions: Follow-up Date = Today, etc

See 00:33 of the video below for an example:

https://www.youtube.com/watch?v=wGQPuod7kP0

Uncle Rob · ‎03-20-2022

SUPER agreed.

Bala13 · ‎03-20-2022

@Ankur Bawiskar

Hi Ankur, could you please help me how to achieve the above request using flow designer.

Thanks

Ankur Bawiskar · ‎03-20-2022

Hi,

Please check the points mentioned by members and try to update the flow

Regards
Ankur

Regards,
Ankur
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