Apex Code Development You need to sign in to do that
Don't have an account?
Laura Gil How can send reports (like scheduling) only when certain criteria are fulfilled?
Hi all,
we've got the requirement to schedule a report when certain criteria in criteria are fulfilled.
For instance, there are 3 new records say in the object Car, and only when there are new records, a report should be sent automatically to a specific email address.
Is there a way to automate the sending of a report?
we've got the requirement to schedule a report when certain criteria in criteria are fulfilled.
For instance, there are 3 new records say in the object Car, and only when there are new records, a report should be sent automatically to a specific email address.
Is there a way to automate the sending of a report?
You can't specify criteria's to get report delivered and notifications only when the criteria's met. Kindly review below Idea link and vote for this feature.
https://ideas.salesforce.com/s/idea/a0B8W00000GdpCtUAJ/lightning-subscribe-report
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8p0lSAB
Please close the thread by selected as Best Answer if above information was helpful.
Thanks,
Unfortunately I can not mark your comment as best as it doesn't help me further.
I just asked if there is a way to automate the sending of a report, a workaround. I think there is, but I thought there would be expert developers commenting my thread with suggestions.