How to send Project Status Reports as a PDF attachment to the watch list users whenever a project status report is created

[sk59]

We would need to send Project Status report as a PDF attachment whenever it got created, to the list of people from Watch list on the Project. How this can be achieved? Would appreciate your help on this.

[Vinay76]

Hi sk59,

try this solution

Step 1 : Add project status report PDF to project status report form attachments

https://community.servicenow.com/community?id=community_article&sys_id=ba5c2aa1dbd0dbc01dcaf3231f961...

 Step 2 : Add notification to send it to project watch list users

project status report form -> configure -> notifications(advance view)

Thanks,

Vinay

 

[sk59]

Hi Vinay,

This worked perfect when project status is created. but when project status form is updated it is creating a PDF each time if I run the script on update as well. So wanted to show only the latest update with single attachment.

[Vinay76]

there can be multiple solutions for this but one i can think of is to add before insert BR on sys_attachment table(the table that has all attachments) which does

if table is project status query all attachments for this table sys id whose name starts with <status report attachment prefix> delete them.

PS. here updating is status report updating not project updating is there a use case where status report is updated?

Thanks,

Vinay

[sk59]

Hi Vinay,

Yes, there may be updates in the status report.