To save time, users want to open an email on their phone and quickly see if they need to look more at an issue or if they can move on.
By default, ServiceNow attaches reports (whether sent as a PDF or PNG) to emails when emailing a scheduled report which requires the recipient to open the email, then open the attachment. This does not always meet our users’ expectations.
With the power of the NOW Platform, we can apply a small customization to embed graphical reports as images in your emails to deliver emails like this to your users:
Create Business Rule to embed images
Create a new business rule on sys_email to modify the content of emails to embed the images before the record is first inserted.
Fill out the form with the following values:
Name: Inline Report Images
Table: Email [sys_email]
When to run
When: before
Insert: checked
Filter Conditions
Target table [is] sysauto_report
Advanced
Script:
(function executeRule(current, previous /*null when async*/) {
// check if tag is found in body
if(current.body.indexOf('[embedded report]') == -1)
{
// if not found, leave everything alone
return;
}
// get email attachments and set them to inline attachments
var attach = new GlideRecord('sys_email_attachment');
attach.addQuery('email', '=', current.sys_id);
attach.addQuery('attachment.content_type', 'STARTSWITH','image/'); // only images supported
// set any attachments as being inline so they aren't attached
attach.setValue('content_disposition', 'inline');
attach.updateMultiple();
// get the attachments to loop over
attach.query();
// if
if(attach.getRowCount() == 0)
{
gs.warn('No attachments, so nothing to inline');
current.body = current.body.replace('[embedded report]', 'Nothing to attach');
return;
}
var reportContent = '';
// add tags to inline all the images
while(attach.next())
{
reportContent += '<img id="img_' + attach.attachment + '" alt="' + attach.attachment.getDisplayValue() + '" src="sys_attachment.do?sys_id=' + attach.attachment + '"/>';
}
// replace the tag in quotes since that can't have tags added to it. This should be a smarter regex, but we'll brute force it for now
current.body = current.body.replace('\'[embedded report]\'', '');
current.body = current.body.replace('"[embedded report]"', '');
// add the image tags
current.body = current.body.replace('[embedded report]', reportContent);
return;
})(current, previous);
On a scheduled report, specify where to put the images
Placing the string “[embedded report]” in the Introductory message. It is recommended to make this text a link back to the desired report or dashboard to drive engagement with the live data in the source instance.
Only image files (PNG) reports are in-lined in the email text. Other files (PDF or Excel) will be attached to the email.
If multiple reports are sent at the same time (with the “Include with” option), all the images will be included in the email, however, the order of the images is not guaranteed.
Additional Documentation
Schedule a report - https://docs.servicenow.com/bundle/newyork-platform-administration/page/administer/reference-pages/t...
Automate report distribution - https://docs.servicenow.com/bundle/newyork-performance-analytics-and-reporting/page/use/reporting/ta...
Create a business rule - https://docs.servicenow.com/bundle/newyork-application-development/page/script/business-rules/task/t...
Hi
I have tried the code given here. In the email body received, the image of the report is shown as, 'undefined' with the broken icon of an image. Please advise.
it is a link in the scheduled report.
In Paris release.....there is a new type of PNG that allows users to see the bar or pie chart images
If the report output type is Embedded PNG,
- Use the tag
${report:png}in the message body to position the report at a specific place in the message. Otherwise, the report is placed at the bottom of the message. - Use the tag
${report:include_with}to position other reports included with the email. Otherwise, these reports are placed at the bottom of the message.
Hello @Glen Schultz
this might not help you but just in case.
On dashboard there is Export to PDF UI action
and here you have these options:
But what I ended up doing is the following:
I created a scheduled report containing one of the reports from the dashboard. Type of the Scheduled Report is Embedded PNG.
In the "Included in Email" related links I added/created more Scheduled reports, all of it as Embedded PNG and added more reports from the dashboard.
Also I created an Email script which contains the sys_property (which I created) with the link to the dashboard and added this email script into the dashboard. You can set one of the embedded PNGs as a link to the dashboard.
Hope it helps a bit...
