I’m trying get the platform to send an email at the end of every month to a related Party, with a list of all the cases completed in the month. These cases can then be Audited by the receiving Party.
Has anyone else created anything similar to this? If so what Logical approach did you follow?
I keep planning out a build, but then when I go to implement it feels illogical and clunky.
If anyone has any advice on Subsets, Rules and Composites required, would hopefully help solve my issue