Export Record with Attachments and Send via Email in ServiceNow

[Konstantinos Di]

Hi everyone,

I am trying to automate the process of exporting a record along with its attachments and sending it via email in ServiceNow. My goal is to:

1. Export a record from a table (e.g., Legal Matter / Legal Req) as a file (CSV, PDF, or JSON).
2. Retrieve all attachments associated with that record.
3. Send an email with both the exported record and its existing attachments.

I’d appreciate any insights, best practices, or example scripts that can help!

Thanks in advance! 😊

[Ankur Bawiskar]

@Konstantinos Di

the above approach shared by me would work.

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

[Dr Atul G- LNG]

HI @Konstantinos Di 

I don't have technical solution for this but 

I am trying to automate the process of exporting a record along with its attachments and sending it via email in ServiceNow. My goal is to:

1. Export a record from a table (e.g., Legal Matter / Legal Req) as a file (CSV, PDF, or JSON).

Atul: What about if the count is more than 10000, OOTB there is a limit. What value does Json serve if you send the records to the client? It may impact the performance, so try/schedule OOO only.

1. Retrieve all attachments associated with that record.

Atul: Sometimes few attachments are heavy in size and it will be more problem for a user who receives an email when this attachment is added and if multiple versions exits. 

1. Send an email with both the exported record and its existing attachments.

Atul: Sending emails is not a big deal, but the issue is many users have an auto rule and then in this case emails go into a folder and the user may not open those emails again So please reconsider these points before you implement them.

It is more on education issues instead of automation.