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.
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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.
One of our users requested the same thing, but for the PPR. I would be interested as well!
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