Notification of open Tasks and Incidents

[John H1]

We have a need to run a weekly report that shows all open Task and Incidents for Fulfillers and send them an email for their items.

[DUGGI]

@John H1 

here are the detailed steps for creating a ServiceNow solution that generates a weekly report of open tasks/incidents for fulfillers and sends them an email notification:

1. Create a new report:

   • Navigate to the Reports module in ServiceNow.
   • Click on the New button to create a new report.
   • Select the table for which you want to generate the report (in this case, it would be the Task and Incident tables).
   • Choose the appropriate columns that you want to include in the report, such as the task/incident number, description, assigned to, etc.

2. Apply filters:

   • Apply filters to the report to only show open tasks/incidents and those assigned to fulfillers.
   • To do this, click on the Advanced tab on the report form.
   • In the Filter Conditions section, add the following filter criteria:
     • State is not closed_complete
     • Assigned to is not empty

3. Save and run the report:

   • Save the report by giving it a name, description, and category.
   • Click on the Run button to generate the report.
   • Check that the report is showing the expected results.

4. Schedule the report:

   • Navigate to the Scheduled Reports module.
   • Click on the New button to create a new scheduled report.
   • Select the report you just created from the Report field.
   • Choose the appropriate frequency, day, and time for the report to run (in this case, you want the report to run weekly).
   • Save the scheduled report.

5. Configure email notification:

   • Navigate to the Scheduled Reports module.
   • Select the scheduled report you just created.
   • Click on the Email Notifications tab.
   • Add the email addresses of the fulfillers to whom you want to send the report.
   • You can also customize the email subject and body by using variables such as ${report_name}, ${scheduled_start_time}, and ${scheduled_end_time}.

6. Save and test:

   • Save the scheduled report.
   • Wait for the report to run at the scheduled time.
   • Check that the email notification is sent to the fulfillers with the report attached.
   • Verify that the report is showing the expected results.

With these steps, you will have created a ServiceNow solution that generates a weekly report of open tasks/incidents for fulfillers and sends them an email notification.

[John H1]

On step 5
Is there a way to dynamically set the email to the "Assigned To".

We could have dozens of email's.

[John H1]

Let me restate my use case to help nail this down. 

We have a need to pull all open Incidents, SCTasks, Changes and send an email listing all of the tickets to each assigned to individual with certain information in the email.

This will need to run weekly so I would assume we would need to use Schedule Jobs.

I can generate a report but I don't want to send  everyone's information to all of the assigned to individuals (over a hundred).

We can generate a PowerShell script but don't know how to run that from within ServiceNow and generate the emails.