SPM - how do I automatically send demand and project lists to select recipients via e-mail

[kimmenown]

SPM - how do I automatically send demand and project lists to select recipients via e-mail?

[lpruit2]

Hello kemmenown,

Can you clarify what type of lists you are referring to? Are you wanting to query the Demand and Project tables and send those results to e-mail recipients? 

Do you know what information you are looking to include in these e-mails?

Do you know WHEN you want these e-mails to be sent or triggered? 

[kimmenown]

Yes to all items.
Do you know what information you are looking to include in these e-mails? - yes, full list of projects and full list of demands
Do you know WHEN you want these e-mails to be sent or triggered?  - yes, twice monthly

[lpruit2 · Accepted solution]

Thank you for the additional information. As with most things ServiceNow-related, there are a couple of different ways you could approach this depending on if you are interested in a low-code solutions vs. pro-code solution. This is not intended to be an all-encompassing step-by-step instruction but an overview of possible solutions. 

Low-Code: 

1. Create a new Flow within Flow Designer. 

2. Set the Trigger condition for the option within the "Scheduled" section that works for you. You can either do ONE Flow that repeats every 15 days or so, OR you could build TWO Flows that each trigger once a month but on different days. 

3. Within the Action section of the Flow, you can create one Action step to query the Demand table and another action step to query the Project table. 

4. Once you have your query data from the earlier Action steps, you can use the Flow to send an e-mail

5. You can use the "Send Email" Flow Action to build your e-mail directly in the Flow. You will have flexibility to use data pills from earlier steps, as needed.

Pro-Code: 

1. You can create a new Scheduled Script Execution [sysauto_script] and follow the same Trigger methodology as mentioned above in Flow Designer. Either create one record that triggers every 15 days or two records that trigger once a month but on different days. 

2. Create a new E-mail notification record that is triggered from an Event

3. Create a new Event record in the Event Registry

4. Create an E-mail Script that queries the Project and Demand tables and prints out the results

5. Add the E-mail Script to the newly created E-mail Notification

6. Back on the Scheduled Script Execution, call the Event by utilizing gs.EventQueue method. 

GlideSystem | ServiceNow Developers

[kimmenown]

Thank you very much for your time and for answering with two options!!!