Report for all the tasks for the inactive users
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3 weeks ago
Hello,
I want to send out a report to the manager of the users who leave the company. i.e become inactive in servicenow. The report should contain all the pending tasks assigned to the users to be sent to the manager.
Any help would be appreciated.
Thanks in Advance!
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3 weeks ago
What did you already try? Where are you stuck?
A simple trigger on 'active changes to false' on the user record sounds to be your trigger and an email with a link to the tasks that are assigned to that user sound like the solution for the content.
Or even better: create a 'manager' dashboard where they have all this information combined so they can check themselves.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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3 weeks ago
Thankyou for your response.
But I would like to send a excel report of all the tasks not the link as the manager may not have access everytime .
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3 weeks ago
Hi @nayanmule
May you try those steps:
- Go to Task > All.
- Apply filter: Assigned to.Active = false AND Active = true.
- Show columns: Number, Short Description, Assigned to, Assigned to.Manager.
- Export as PDF or Excel, then email to the manager.
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3 weeks ago
Hello,
I want this to be automated in real time not manually.
