Send report monthly with attachments

[si21]

Hi Experts,

We have 'Internet Claim' record producer form. User will submit the form to claim their expenses and will attach required documents.

We have requirement to consolidate all the Internet Claim related HR cases created in a month and send it Claims team email along with the attachments in the cases.

Could you please guide me on the feasibility or the approach to follow?

TIA

[JenniferRah]

I wouldn't do that, if I were you. That could end up being a lot of attachments in one email. They can click on the individual items from the report to see the attachments, if needed.

[Ankur Bawiskar]

@si21 

You can create a report for this on HR case table

Then use Scheduled report and associate the above report, select the timing and Recipient.

It will send them an email of Report but attachment in cases won't be sent

OR

1) use monthly scheduled job and clear the attachments from system property created in step 2.

2) create a system property which will hold all the attachments from HR cases

3) determine which HR cases were submitted and copy the attachments from each of these records to that system property

4) send 1 email combining all the records, refer below link where I shared solution and enhance it further, event, notification on HR case table

Email script 

5) then create after insert BR on sys_email table and use this script from my blog to copy all attachments from that system property to the email, please enhance the script

Adding latest attachment from record to the outbound email 

I hope I have provided enough guidance and you can take it from here based on your developer skills.

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Ankur Bawiskar]

@si21 

Hope you are doing good.

Did my reply answer your question?

If my response helped please mark it correct and close the thread so that it benefits future readers.