Introduction:
I have received a business requirement, that can we add the inline report (table) instead of the excel attachments. For this, I search and start working on it, so I had few issues while working on this requirement. Hence, I have started to write this article. I think it will help community users to work on this type of requirement in the future.
Create a scheduled report which will trigger based on conditions and it will include the inline table as per business need.
Use cases:
- Create a scheduled report which will trigger based on some conditions and have reported with the inline-table format in the mail.
- Create a scheduled report with an inline table to send the assigned to users and his/her managers for pending approval of requests.
Procedure:
Step:1 Create a report and schedule it as per the required time.
Example- Create a report for example- P1/ P2 Incidents in a week.
Step:2 Scheduled the same report as per business need.
Step:3 Create a Notification email script to add report contents(records) into inline table instead of the attachments.
Here is the email scripts:
(function runMailScript(/* GlideRecord */ current, /* TemplatePrinter */ template,
/* Optional EmailOutbound */ email, /* Optional GlideRecord */ email_action,
/* Optional GlideRecord */ event) {
p1p2Incidents();
function p1p2Incidents(){
var inc = new GlideRecord(current.report.table);
inc.addEncodedQuery(current.report.filter);
inc.query();
if (inc.hasNext()) {
template.print('<br />');
template.print('<table style="height: 23px;" width="100%"><tbody><tr><td style="background-color: #0e5399;"><font color="#FFFFFF"><strong>P1/P2 Incidents:</strong></font></td></tr></tbody></table>');
var tbl = '<table style="height: 293px;" width="100%"><tbody>';
//template.print(tbl);
var tab = '<table style="width: 100%; border-collapse : collapse; " border = "2" cellpadding = "10"> <tbody>' + '<tr>' +
'<td style="background-color: #aeaeae;">' + '<b>Number</b>' + '</td>' +
'<td style="background-color: #aeaeae;">' + '<b>Opened</b>' + '</td>' +
'<td style="background-color: #aeaeae;">' + '<b>Priority</b>' + '</td>' +
'<td style="background-color: #aeaeae;">' + '<b>Name</b>' + '</td>' +
'<td style="background-color: #aeaeae;">' + '<b>Description</b>' + '</td>' +
'<td style="background-color: #aeaeae;">' + '<b>Requested by</b>' + '</td>' +
'<td style="background-color: #aeaeae;">' + '<b>State</b>' + '</td>' +
'<td style="background-color: #aeaeae;">' + '<b>Configuration item</b>' + '</td>' +
'<td style="background-color: #aeaeae;">' + '<b>Assignment group</b>' + '</td>' +
'<td style="background-color: #aeaeae;">' + '<b>Assigned to</b>' + '</td>' +
'</tr>';
template.print(tab);
}
while(inc.next())
{
var clsed = '<tr>' +
'<td>' + inc.number + '</td>' +
'<td>' + inc.opened_at + '</td>' +
'<td>' + inc.priority.getDisplayValue() + '</td>' +
'<td>' + inc.short_description + '</td>' +
'<td>' + inc.description + '</td>' +
'<td>' + inc.caller_id.name + '</td>' +
'<td>' + inc.state.getDisplayValue() + '</td>' +
'<td>' + inc.cmdb_ci.name + '</td>' +
'<td>' + inc.assignment_group.name + '</td>' +
'<td>' + inc.assigned_to.name + '</td>' +
'</tr>';
template.print(clsed);
}
var tab_end = '</tbody> </table>';
template.print(tab_end);
}
})(current, template, email, email_action, event);This will add the inline table dynamically.
Step:4 Execute a scheduled report & check the mail logs.
Step:5 Check the Received email:
Conclusion:
I this way, we can add inline table in mail body with the attachments in the scheduled report. It help to improve the user experience and reduce the time to download & open the attachments to view the data.
Please do not forget to mark helpful and bookmark this article!!!!!
Thanks!
Sagar Pagar
