Hi Bubblers, what is the best way to do the following - I seem to be going around in circles and it is my first jump at creating a reoccurring event
OK, so I have an Employee feedback survey which needs to be activated on a schedule.
I want to give the user the ability to schedule it to start on a particular date (Start date) and run every month for a set amount of time until the (End date)
I need to schedule a reoccurring work flow that will do two things every time it runs:
1. it creates a survey sending record for each employee in a “survey-send” type (table) which includes:
- Name
- Survey ID
- A unique survey link (random 12 digit number)
- Completed (yes/no)
2. I then want it to send a survey email (which will pull the required data from the “Send_survey” type just created - above.
From what I understand I need to create an end-point to initially grab the data to use in the reoccurring event, but I am confused about how to create this so that the recurring event does both of the steps above.
Once I figure this out I can work out how to Stop it at the (End date)
Can anyone provide some insight and point me in the right direction?