Creating a Dynamic Checklist with Custom Objects
We are looking to use custom objects to dynamically create a checklist for students who are missing items. Example (Orientation, Registering for Classes, Health form, etc.). We currently have these checklist items set up as checklist codes with custom objects, with a checklist receive date. This information is passed from our SIS, Banner.
When creating the emails I used the following criteria:
- Has linked contact in custom object checklist code = BILL (Pay Your Bill)
AND has linked contact in custom object receive date is Blank.
This logic should populate the item 'Pay Your Bill' within the checklist email.
The problem I am running into is that if all checklist items have a receive date but one is blank, all checklist items appear in the email instead of just the missing item.