Daily Auto Email By Job Number

Question

I have this daily report (see attached) that changes every day.  I would like to email this automatically each evening at 4:00 PM to myself, but, want each project number to have its own separate email with the job number in the title of the email.  Any suggestions on how to go about this?  (Ex.  using the attached document, for this particular day, I would have 3 emails total:  project 12346 with 1 ticket listed, 199990 with 1 ticket listed and 12345 with 2 tickets listed.)

MarkShnierYou · Answer

I'm not sure if you want to trigger an email for every project so I will assume for example, that only projects with tickets meeting some criteria are deserving of causing the project to be emailed. So my suggestion is to create a summary checkbox field on the relationship between projects and tickets to indicate whether the project has tickets which are deserving of being emailed.

Then you could set up a special form for the project which only has an embedded report of tickets which are deserving of peoples attention.

Set up an email notification on Projects to Fire when a field called [date time to trigger email] is changed.

Then you can set up a Pipeline to run at 4:00 every day, which would search for projects which have tickets deserving of being emailed and populate a [date time to trigger email] field with the current date time. You can put this Jinja {{time.now}} into the field to set the current date / time .

Now, when you say every day, you probably don't actually mean the weekend so one way to control that is to make a helper field on the Projects table notification to indicate whether today is a weekend

DayOfWeek(Today())=6 or DayOfWeek(Today())=0

and put in a notification filter not trigger the email on the weekend.

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