One of our users requested the same thing, but for the PPR. I would be interested as well!
Comment actions
Post
Follow
Project highlight report
I would like to create a scheduled workflow rule for the project highlight report however the report is not an option to choose from when creating the rule. How can I edit the project highlight report to include automatically sending it out.
Please sign in to leave a comment.
3 comments
Date
Votes
This cannot be done in a fully automated way. Technically, you cannot Call a Custom Action from a Scheduled Workflow Rule. BUT, there is a function called GetCustomActionUrl. This function generates a URL string that represents a custom action with parameters. You can then create a Workflow or Scheduled workflow rule using this function to show the URL using the function within a notification popup window within Clarizen. This would require a manual interaction to click on the link to initiate the custom action
Comment actions
NEED THE ABILITY TO EASILY EDIT THE PROJECT HIGHLIGHT REPORT!!!! I had to spend time building a custom dashboard with reports to get the same affect. Please make the project highlight report customizable and PLEASE make it easy to customize,unlike the PPR.
Comment actions