Monthly Record Verification and Automated Notification via Workflow

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  • abidoss
    Senior Member
    • Mar 2023
    • 228

    Monthly Record Verification and Automated Notification via Workflow

    Hello friends, would it be possible to check, using a BPM, a workflow, or a formula, the following case: in an entity, I want to verify if a record for the current month exists. If it does, everything is fine; if not, an email should be sent to the contact list of a portal.
  • abidoss
    Senior Member
    • Mar 2023
    • 228

    #2
    I have a list of contacts who are required to log their activity at the end of each month, meaning creating a record with specific information. I need to send an email only to those who haven't logged their activity. Therefore, I need to check if a record has been created during the current month before sending the email.

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    • alexisc
      Senior Member
      • Aug 2019
      • 135

      #3

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