Have a request to make a saved search send out on ...
# administrationa
Andrew Lo
09/27/2023, 7:07 PMHave a request to make a saved search send out on a custom interval - 4/5 days before end of month and for the first 8-10 business days of the month. Is this possible? Or would it require scripting
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Sam-I-Am
09/27/2023, 7:20 PMuse the email schedule section of the saved search
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Andrew Lo
09/27/2023, 7:21 PMBut I want the search to be sent 10 times per month, on the frequency I said in the original message. Would that require the search to be duplicated?
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Sam-I-Am
09/27/2023, 7:24 PMuse the repeat option
Sam-I-Am
09/27/2023, 7:24 PMyou can define the time intervals
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Dylan Fields
09/27/2023, 9:13 PMI don't think there's a way to do it custom the way you're looking for.
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Andrew Lo
09/27/2023, 9:39 PMyeah. thats what i am thinking.. barring having multiple copies of the same search with a different schedule
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creece
09/27/2023, 9:42 PMYou can also script it but having 2 copies on a different schedule is an option
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Sam-I-Am
09/27/2023, 10:12 PMI have done that for nudging people to complete their timesheet - 7, 3 and 1 day before cutoff date. Used multiple search instances. Darn so long ago, almost forgot - @creece reminded me about it becuz around that's the time when both of us got connected 🙂
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David B
09/28/2023, 3:08 AMI've done this
The trick is to schedule the saved search to email EVERY day (with 'send if no results' off), then use a formula criteria to only show results on days of the month that you want to send an email on.
if you need the search also accessible via the UI, then you should create a private copy just for doing the scheduled emails (as there won't be results on the other days)
Let me dig out the formula I used for emailing on last day of month only
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David B
09/28/2023, 3:22 AMducking hats off to the free tier of Salto for allowing me to find that so quickly (I searched for "LAST_DAY" and found it in the search's xml definition)
I remembered wrong, the requirements were to send the email on the last calendar day of every quarter:
*edit: it's a formula(numeric) criteria, equal to 0
David B
09/28/2023, 3:25 AMnot sure why I didn't just use
WHEN {today} = LAST_DAY({today}) THEN ...a
Andrew Lo
09/28/2023, 4:17 AMThat's a cool solution. Might be too difficult to implement given how many days they want to send this out, but I'll do some more research into it
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David B
10/03/2023, 11:58 PMDavid B
10/04/2023, 12:04 AMcomplete criteria for your example interval would be this:
David B
10/04/2023, 12:23 AMHere's the sqlfiddle for anyone interested http://sqlfiddle.com/#!4/68b32/6866
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