Hi,
Flow Designer newbie here. I am trying to figure out how I could create a flow which sends out a weekly email to program/portfolio managers with a list of projects that have overdue status reports.
Our use case is that status reports need to be completed weekly by project managers and we want a way of notifying the program/portfolio managers of whether there are any that haven't been completed yet.
I have been playing around in Flow Designer and I suppose what I want to happen would be similar to the following logic:
TRIGGER
Weekly on Monday at 9:00AM
ACTIONS
1. Look up records in Project table
2. For each Project record
2.1 Look up records in Status Report table where Status Date within last 7 days
Then, if possible, I need the flow to identify projects which have no status report created in the last 7 days and populate the names/numbers of the projects into a 'Send Email' action. I also need all status reports created greater than 7 days ago to be ignored by the flow because there may be hundreds of status reports created greater than 7 days ago and they are irrelevant. Huge thanks if anyone can provide any help!!! 🙂
Basically I want the email to be sent to look like this:
**Overdue Status Reports**
Project 1, Project 2, Project 3, Project 4, etc.
