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Showing posts from January, 2023

Scheduling a report for dynamic Recipients

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  Scheduling a report for dynamic Recipients based on the table column of the report  Introduction: I have read some questions or queries on scheduling report for dynamic recipients based on the table column of the report. Also, I had few issues while working on the same requirements. Hence, I have start to write this article. I think it will help community users to work on this type of requirement in future. Create scheduled report which will trigger based on conditions and send it to the dynamic receipts. Dynamic recipients may be assigned to users, assignee’s manager, etc. Use case’s: Create a scheduled report which will trigger based on some conditions and sent it to dynamic assigned to users. Create a scheduled report which will trigger with conditions and send the incidents report to Managers of assignment group. Create a scheduled report for send the assigned to users and his/her mangers for pending approval of requests. Create a report and add the “assigned_to” or “ass...

Scheduling a report with inline table instead of the attachments

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  Scheduling a report with inline table instead of the attachments Introduction: I have received a one business requirement, that we can add the inline report (table) instead of the excel attachments. For this I searched and started 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 future. Create a scheduled report which will trigger based on conditions and it will include the inline table as per business need. Use case’s: Create a scheduled report which will trigger based on some conditions and have inline report in 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: Create a report and schedule it as per the required time. Example- Create a report for example- List of CRs for CAB Meeting. Scheduled the same report as per business need. Create a No...