Send email to multiple selected records from List

[Johannes Coetse]

Good day all,

I created a new Application which will just be a database for records of companies. Communication to these companies will be a requirement especially bulk communication via email.

Requirement is to send bulk emails from List view of records after filtering the records to the ones we want the email to be sent to.

The email client UI Page should appear when selecting the List UI Action.

Here is my requirement in screenshots:

Select records in list and then choose UI Action.

UI Action should then query the email address field on all selected records and open the Email Client UI Page populating the BCC field with the email address of each selected record.

Is this possible and what are my steps to create this? UI Action > Business Rule for query > Script include?

Thank you in advance

Regards,

Johannes Coetsee

[Johannes Coetse]

Hi Ashutosh,

This is a custom table yes.

The email address is actually on the record's table itself.

There are 3 email addresses on the table but only require to send to the primary contact email address which is table.u_email_address_1

The records on the table is just a database of 3rd party companies. The companies do not login to ServiceNow at this stage and all the company records are updated by a single administrator. These companies were all in a Excel doc.

In future the application will be changed so that these Companies can actually login to SN and update their own details but for phase 1 it's just a collection of records.

Let me know what additional info you need.

It seems I'll need to create a UI Page which links to the sys_email table's subject and body. Then query all the selected record's email address field and finally call a email template for the dynamic values like Company name and company record number (for watermark) then combine the UI Page inputs with the template and loop through all the records sending the email out.

[Johannes Coetse]

How the form looks. Email address to be used for bulk email sending is the top one.

[Johannes Coetse · Accepted solution]

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