Daily email to all Managers only shows active tasks of their direct-reports

[pbusch]

Hey team,

A Scheduled Report is currently emailing a list of all active 'task' table records daily.

The new Requirement:

- The sole recipient of this daily email is the 'manager' of the 'assigned_to' of the listed active task

- The content of the sent email only features tasks of that manager's direct-reports

- This email only sends on weekday mornings.

I've been working through various methodologies of accomplishing this, and I greatly appreciate any feedback on the best way to skin this cat.

Best,

Pat

[Saloni Suthar]

Hi @pbusch,

Please see my responses in bold below:

- The sole recipient of this daily email is the 'manager' of the 'assigned_to' of the listed active task - Please review the link which will help you set dynamic recipients. 

- The content of the sent email only features tasks of that manager's direct-reports - In the report, set your filter condition to be Assigned to > Manager "is dynamic" me.

- This email only sends on weekday mornings. - https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0694062

[pbusch]

Saloni,

Thanks for your kind response.

1. I had previously explored this linked solution which works but for a slightly different requirement than mine here ---  The scripted output is just a single email which includes all of the 'Users'/'user_list' members updated via the Sched Script Execution [observe PFA-1 attached].  The output required here is an individual email send to each manager returned by the script.

2. The dynamic filtering on the report appears to strictly apply to the logged in user of an interactive session, and my testing has not yielded the results hoped for -- strictly [nil] record output on the report, in fact.

3. This is very useful, thanks! Once I get the output working as needed, I will definitely utilize  GlideSchedule in the 'Conditional'/'Condition' section.

[pbusch]

pfa_1