Scheduled eMail of Report

[Harmanpreet]

Hi all,

I have created a scheduled report, for example, a scenario where a case has not been updated in the last 2 days. I want this report to be shared only with the individuals responsible for those cases, rather than a distribution list or all group members.

 

Currently, I can add Users/Groups, but is there a way to send the email only to the specific resources who fall under this report?

[J Siva]

Hi @Harmanpreet 
There's no direct way to achieve this, but we do have a workaround. Before triggering the actual report, you need to run another scheduled job/flow (e.g., at 9:20 AM) with the same conditions used in the reports. This will pull the email IDs of all the resources and update your scheduled report recipient email addresses.
So that your actual report recipient lists will be updated dynamically.

Hope this helps.
Regards,
Siva

[Robert H]

Hello @Harmanpreet ,

No, Scheduled Reports cannot be configured like that. 

You could create a Scheduled Job that looks for cases not updated in the last 2 days and queues an event (e.g. "case.update.reminder") for each case. Then you would create a Notification that gets triggered by that event and sends an email to the assignee. 

The downside is that the assignee would receive an email for each individual case that is outdated.

Regards,

Robert

[Ankur Bawiskar]

@Harmanpreet 

Scheduled report won't help you here.

Why not use daily scheduled job and check the condition(not updated in last 2 days) and then use eventQueue() to send email.

You can send single email to each user with list of all cases not updated in last 2 days

Something like this where I shared solution, please enhance it for Case table

Email script 

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Ankur Bawiskar]

@Harmanpreet 

Hope you are doing good.

Did my reply answer your question?

If my response helped please mark it correct and close the thread so that it benefits future readers.