Is it possible to create a scheduled workflow that runs a report and sends it out?
I would like to inform a manager of the projects he has in draft and have them reply with a couple of fields that we need updated every Friday.
The updates will be returned to a person who will update the Clarizen fields. I would simply like to generate (preferably) one e-mail with the list of projects and 3 fields from each project. (start date, revenue..etc)
Thanks, R
Please sign in to leave a comment.
Hi Rich,
We are all excited from the new v5.4 to be released this weekend that is going to support this exact use case.
There is a new ability with business rules to have an action that send a report automatically, so embedded with a scheduled workflow, the request above can be easily achieved.
Great question :)
Rami
Ohh, and its also recommended to review this nice post around the new features:
http://www.clarizen.com/community/blogs/clarizen-company-blog/accelerate.html?pid=5008