Email Reminder for transaction pending approval

SCENARIO

The Client requires to sent and reminder email weekly to the approvers who haven’t approved or rejected any transactions that is pending from them.

SOLUTION

Create a saved search and schedule email to the approver.

Go to Report>Saved Search>New Search

Select Type of search as Transaction

In criteria provide following:

1. Date Created: select relevant date
2. Main Line: True
3. Type: Relevant transaction types
4. Approval Status: pending approval
5. Next Approver: Name/ID :- select is not empty

In Result provide following:

1. Date Summary Type Group           
2. Document Number Summary Type Group        
3. Regional Office Summary Type Group        
4. Approval Status Summary Type Group        
5. Next Approver Summary Type Group        
6. Created By Summary Type Group

Under Email Subtab:

1. check on SEND EMAILS ACCORDING TO SCHEDULE

Under Recipients from result select: next approver

Under customize email:

1. Provide subject
2. provide introduction
3. select send as csv
4. check include view record link

Under schedule:

1. select: weekly event
2. check a day of the week to be send
3. select start date
4. select start time
5. check No end date

Save and run report after providing a proper name