Create Report and attach to a record using flow designer

SanjivMeher
Kilo Patron
Kilo Patron

Does flow designer has capability to run an existing report and attach it to a record?

 

My Use Case is to create a Flow designer in Compliance Indicator task which will run a report and extract the report in excel format and attach it to the indicator task.


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4 REPLIES 4

sachin_namjoshi
Kilo Patron
Kilo Patron

You can use script action to generate report using OOB Reporting Script API and then attach to indicator task in flow designer.

 

Regards,

Sachin

Thanks Sachin. Is there a scripted rest api for reporting?


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Anupriya3
Tera Contributor

@Sanjiv Meher Did you found solution for this?

I had to create my own solution which basically creates a scheduled report and then copy the report in email to the task.

So I have a script which create a scheduled report.

And a Business rule on email table, which identify these scheduled report based on their name and copy it to the task.


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