Send List of Opportunities in one mail , to Assigned user

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  • james salvan
    Junior Member
    • Apr 2025
    • 25

    #1

    Send List of Opportunities in one mail , to Assigned user

    I have been working on utilizing workflows and flowcharts to manage opportunity tracking, specifically targeting entities with pending opportunities. The goal was to create a scheduled trigger that generates a report of opportunities that are overdue based on their expected close date.

    However, I encountered an issue where the workflow sends multiple email notifications to each assigned user, one for each pending opportunity. As a result, users receive repeated emails if they have several overdue opportunities,

    I want as a list of pending opts ( close date= before today)
    the email need to tigger on particular day of week like we can use scheduled tigger using cronjob


    Dear {Assigned.user},

    Please review the pending overdue opportunities:
    Opportunity Close Date
    one1 24/5/25
    one12 24/5/25
    one14 24/5/25
    one15 24/5/25
    Thank you,
    Company
    in one mail per assigned user, Please let me know if this is possible

  • victor
    Active Community Member
    • Aug 2022
    • 944

    #2
    Simply create a Report with your filters and configure Email Sending.

    Click image for larger version

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    • james salvan
      Junior Member
      • Apr 2025
      • 25

      #3
      Yes that's a lovely idea I agree, and also I thought to use it but when it comes to Team, if we have many number of users, creating that many number of reports I thinks it not good and also they need get overdue update that before today. close date: Before Today
      Is there any other way. if possible Let me know.
      Last edited by james salvan; 05-17-2025, 08:06 PM.

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