Automation to include two different tables on a whole into a email body and send it via flow design

[Aswanth Suraj]

Hi Developers/Community Members,

I am looking for a way to Automate a process.

The process is in such a way that we need to include the entire contents of two different tables say, Incident and Change Request tables into the email body and send their complete data in a single email via Flow designer.

Please let me know the possibility of this Automation.

Thanks in Advance, 

Aswanth

[Dr Atul G- LNG]

Hi @Aswanth Suraj 

How this Incident and change is related with each other? Are you referring to RFC and Incident caused by field?

If yes, then 

First need to decide on which table you are triggering this email, as only table can be used at a given point of time for trigger.

then, you can do the dot walk to RFC or change caused by Incident and add those in email. 

[Aswanth Suraj]

Hi @Dr Atul G- LNG 
They are not related to each other, based on some initial filter condition, I am scheduling both the reports separately. Once they, are received in the mail box, I need to include both the reports into the mail body and send a report as a Single email. I am trying to find if that is possible and if it is possible, I want to understand the process of doing it.


Thanks,

Aswanth

[Dr Atul G- LNG]

Hi @Aswanth Suraj 

Thanks for the clarification. In this case, you can schedule a report in One email, in SN itself. But again there will be 2 different reports on 2 different tables.

[giuntaA]

Hi @Aswanth Suraj ,

When you say you need to include the contents of these tables in an email, I'm assuming you need data from every record of both tables in the body of an email.

You may be able to accomplish this using the Mail script API in conjunction with an email notification record.

Theoretically, you should be able to use the Glide API to get record data from both tables and format it using the mail script.

Alternatively, you can create a report and schedule it. This way, you can configure the report to automatically run on a specific schedule and send an email to specific users/groups. The report will be added to the email as an attachment instead of the body.

Thanks!

Adam G.