Sorry for the flurry of questions today. I am working on an automation to send a report at the end of a week containing a listing of residents seen by providers that week. I have a “seen by provider” table that captures which provider saw which resident, at which facility, and when.
I first created a scheduled event, configured as seen below:
and I configured the “send email” part. It’s working, however, instead of me receiving a single email with the report, as of this typing, i have received over 100 of the same report
What am i missing here? I imagine it’s because of the “ForEachRowInTable” part in the schedule. If this is correct, my concern is that turning off that field removes that “what table to query” part.
Seems the condition wants a yes/no, and i am having trouble figuring out how to feed my list based on
Seen by Provider[Seen Timestamp]>=(TODAY()-7)
I may get this figured out on my own. I welcome the help, but I am also documenting my thoughts as I go. These things are always helpful to go back and read later
Heck, this alone was a significant tip, i didn’t realize that I could filter in the template! I allowed it to create the template for me and am just now looking at it. I think perhaps I just need to work with a proper filter statement for the start expression.
Thank you again, I completed the filter in the start expression on the template this morning, and it performed as expected. Now to take baby steps in customizing the template further.