Hi everyone, hope you're all doing well. I have a question about ServiceNow Strategic Portfolio Management and Flow Designer.
The scenario is that my work is using ServiceNow to manage their digital portfolio and track projects. Each week they want the project managers to create a status report, so the program/portfolio managers can see how the projects are running. I have been tasked with researching if it is possible to set up a weekly email, which displays a list of projects that have not yet received a status report from the project manager in the last 7 days. Then, to send that list in email form to the program/portfolio managers.
From my research, it appears that the best way to do this would be to use the Flow Designer to automate this process. I've had a play around with it, but haven't been able to work out how to implement this.
I will try my best to outline what I want the flow to do below:
TRIGGER
Weekly on Monday at 09:00 AM
ACTIONS
1 - Look up records in the Project table
2 - For each Project record
2.1 - Look up records in Status Report table where Status Date is within last 7 days
3 - Send email
