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Monthly Record Verification and Automated Notification via Workflow

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  • 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.

  • #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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