How to create a business process for a reminder email to go out automatically?
I am currently trying to create a business process that will send a reminder email out every 48 hours if a client has not filled in a specific section (Legal Business Name) in their client portal. I have it set to read the case info and then form data and after that I have it set to 'Read the first record in the selection', the appropriate section chosen, and then filter records by 'Legal Business Name is not filled in'. From there I know I will need two flows - one to go to terminate if it is filled in and one to go to the reminder email, the repeat, and then the terminate once filled in. How do I format these two flows? Do I have the appropriate thing selected (read the first record in the selection)? Is there something more I am missing?
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Andie,
Let's say your ReadData element is called "ReadCase"
To fulfill your task you need to create a default flow with the email being sent to the client.
The second flow should be a conditional flow leading to Terminate , with the condition being:
[#ReadCase.First item of resulting collection.Id#] == Guid.Empty
It means that there were no records meeting that condition.
Best regards,
Yurii.