I have a workflow that outputs an excel file giving a list of all of the past due orders for a company, once this file is output, an associate adds ntoes to each order and saves it. Is there a way to make it so that this file and its notes roll on to the next output? One way I was pondering doing this is being able to have a formula that automatically pulls the file with yesterdays date in the file name, is this possible? Thank you!
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Sure, you can use a Directory Tool to pull in all the file information you want and filter/sort/etc. to get the actual file you need and then feed that into a Dynamic Input tool. Play around with those two tools and let us know if you get stuck.
I'll give it a shot and let you know! Appreciate the help!
You bet!
Worked like a charm! Thank you!
Awesome, glad to hear it!!