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Regularly check processes and send e-mails.
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Hi everyone,

I would like to ask for your expertise.
I think I generally understand how Webcon works, but there are a few areas where I still fail, or have no idea how to go about it.

Currently I have a process that has a field "Reminder Date" with a date in an end step of each instance.
Now I would like to check the "Reminder Date" in all instances at regular intervals (e.g. daily) to see whether it is today or in the past and then send an email to the author of the instance.

However, I don't really know how to do this.

I assume that I can do this with a Global Action - Cycle Action. But I don't know which Webcon action I can use for this.
(What I already have is a "BPS internal view" of all instances from the process. With this I could filter on the reminder date, but I don't know how to execute an action for each entry in the BPS internal view or element so that the mail is sent [Send a custom email]).

Can anyone help me with this?

Thanks.

MVP

Hi Roman,

Cycle Actions are good direction, so it's really close tho what you need.

If i understood you correctly, you want to execute an action on each document, after they exceed some date.
This might be achieved in two/three ways:

First - Document Context:
1. Create Cycle in the end step you've mentioned, and use Start date configuration (11) -> https://docs.webcon.com/docs/2023R2/Studio/Workflow/Step/Actions/Action_Timeout/
2. Set the Interval to 1, and repetition count to 1. Then, action defined on the interval will happen.

Second - Global Context (pre automations):
1. Create Global Action, as you did already.
2. Create Path on the end step, which will point to itself - so step won't change, and add Send Mail Action there.
3. Use Move Workflow Action - select which elements are in the end step and past the date -> https://docs.webcon.com/docs/2023R2/Studio/Action/Workflow/MoveManyWorkFlows/

Third - Global Context (with automations):
1. Create Global Action, as you did already.
2. Wrap the action you want to run in For Each Operator, and inside the operator run Send Mail Action -> https://docs.webcon.com/docs/2023R2/Studio/module_2_4_9#3-automation-definition-area

Be careful with 2nd approach, as if documents are in different steps, then you will have to create path in each possible step, and find them by name rather than by id.

In reply to: Maksymilian Stachowiak

Hi Roman,

Cycle Actions are good direction, so it's really close tho what you need.

If i understood you correctly, you want to execute an action on each document, after they exceed some date.
This might be achieved in two/three ways:

First - Document Context:
1. Create Cycle in the end step you've mentioned, and use Start date configuration (11) -> https://docs.webcon.com/docs/2023R2/Studio/Workflow/Step/Actions/Action_Timeout/
2. Set the Interval to 1, and repetition count to 1. Then, action defined on the interval will happen.

Second - Global Context (pre automations):
1. Create Global Action, as you did already.
2. Create Path on the end step, which will point to itself - so step won't change, and add Send Mail Action there.
3. Use Move Workflow Action - select which elements are in the end step and past the date -> https://docs.webcon.com/docs/2023R2/Studio/Action/Workflow/MoveManyWorkFlows/

Third - Global Context (with automations):
1. Create Global Action, as you did already.
2. Wrap the action you want to run in For Each Operator, and inside the operator run Send Mail Action -> https://docs.webcon.com/docs/2023R2/Studio/module_2_4_9#3-automation-definition-area

Be careful with 2nd approach, as if documents are in different steps, then you will have to create path in each possible step, and find them by name rather than by id.

Hi Maksymilian

Thank you for your support. That should help me, so I can get started.

Thank you very much.