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Reminder E-Mail for workflow

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Hello all,

I set up a workflow for blanket purchase orders. Once I send the document for approval system sends an E-Mail to approver, so far everything is OK. Here what I want to achieve is to send daily reminder for records that wait for approval. I used notification schedule on weekly basis but I couldn't achieve what I intended. Is there a way to do it ?

Thank you in advance

  • Saurav.Dhyani Profile Picture
    Saurav.Dhyani 17,965 Super User 2024 Season 2 on at
    RE: Reminder E-Mail for workflow

    Welcome,

    There is whole set of YouTube shorts regarding Email Overdue Discussion.

    if you need more details, you can watch this week shorts on YouTube - www.youtube.com/.../shorts

  • OkanAbat Profile Picture
    OkanAbat on at
    RE: Reminder E-Mail for workflow

    Hello Saurav,

    Thanks for answer. I created another workflow from template (Overdue Approval Requests Workflow). Then created job queue as you mentioned above. Now I can schedule reminders through job queue. Before I tried to do it with notification schedule but it wasn't what I needed.

    Thank you again.

  • Verified answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 17,965 Super User 2024 Season 2 on at
    RE: Reminder E-Mail for workflow

    In Approval Entries, there is a field named - Approval Due Date, which get its value when approval is requested (default 0D).

    If you would like to change that you can change the workflow page to define a Due Date Formula in first response section. (Where you define type of Approver Type).

    To Send Overdue Email there is a base report 1509 "Send Overdue Appr. Notif."

    Run this report and system will send overdue emails.  If you want to do it in schedule you can configure this report via Job Queue.

    Hope that answers your question.

    saurav dhyani - YouTube

  • OkanAbat Profile Picture
    OkanAbat on at
    RE: Reminder E-Mail for workflow

    Version: W1 21.5

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