Forum Discussion

bryanfrumkin47's avatar
bryanfrumkin47
Copper Contributor
Aug 08, 2023

How many items have been assigned to me?

Appreciate all the following help, truly.

 

What I need to do:

I have a report (SharePoint list) that managers fill out to assign employees to manage leads.

I want to send out a reoccurring email, weekly, to anyone who has been assigned a lead in the last seven days (168 hours) telling them how many leads they've been assigned.

 

How does it work?

On my leads report, managers are assigning leads, via a lookup column. That lookup column is looking up a calculated column.

The calculated column is on my SharePoint list of employees.
The calculated column displays all users who
1. have a particular business line
2. particular word in their title

And then, the column displays the users "nickname" because it cannot display a person/group column through a calculated column.

To do this:
I need to be able to extract the profile ID through the original list so I can enter that ID into Get_User_profile, and then from there be able to send automated emails to the dynamic "Mail" content.

 

Please let me know if you have any questions or concerns.

 

No RepliesBe the first to reply

Resources