Applies to: SharePoint On-premises

Description: 

This article describes the configurations required to send mail to a SharePoint group of people daily with the unassigned tickets summary information for a particular category.

Summary of Steps:

1. Create an associated item column “Related Unassigned Tickets” in Category list
2. Configure a workflow that sends mail to SharePoint group with unassigned tickets details in mail body

Detailed Steps:

1. Create an associated item column “Related Unassigned Tickets” in Category list

Go to Category list –> List Settings –> Create column –> Create “Related Unassigned Tickets” column of type “Crow Canyon Associated Items” as shown below.

Note:

1. Unassigned Tickets view already present in Tickets list, if not we need to create one with a condition “Assigned Staff” is blank and “Request Status” is not equals to “Closed”.
2. Please create index column for “Category” in Tickets list.

2. Configure a workflow that sends mail to SharePoint group with unassigned tickets details in mail body

1. Create a Schedule Query workflow on “Category” list to send mail with details of unassigned ticket as shown in below screenshot.

Query used in above screenshot:

<Where>
<Eq>
<FieldRef Name='Title'/>
<Value Type='Text'>Calendar</Value>
</Eq>
</Where>

Note: In the above query, Title value can be modified based on the categories to consider. If we build query that qualifies multiple categories then it send notification for each category tickets separately.

2. Create “Send Mail” action in this scheduled query workflow as shown in below screenshot

3. Sample Mail Template configuration