I have a built a tasks app, I would like to make it so that on the due date tasks are emailed to the relevant person. I am trying to add a schedule using "Workflow" and the "Schedules" and the "
form schedule
". I have done it all ok but if I click execute to test I get a message asking which task ID.
In the "What to do" page I have it set to filter tasks that fit the criteria. Below is what I have in the "message" of the "When to do" page but when I click execute it asks for a task ID. That would suggest to me that it is doesn't know which task to send as there are more than one that fit the criteria.
How do I get it to loop so the email message sends all tasks that are for that day.
I hope that all makes sense. Thanks in advance.
(P.S I am using Zoho Enterprise CRM, I realise it has a task app but it is of no use as it doesn't allow restrictive viewing of tasks to certain users)