scheduled report distribution report to be dynamically sent to recipient based on record permission field

[SinghaiPrachi]

Hi,

I have came across the requirement where I need to send a aggregated mail (Contains list of their own records for action) to the record owners for their action.

I can think this can be done if we create scheduled report based notification but we can't select any record permission field as recipient in report based notification. what alternate do I have to complete above requirement using notifications.

Thanks,

Prachi Jain

[piyushmittalvfs]

Scheduled report notification cannot be sent to a record permission field. Best choice is to use digest notification for this purpose.

[SinghaiPrachi]

HI @Piyush,

In digest notification, the content is getting repeated as many times the filter criteria is meeting.  and in case of 100 records to a single user, it is not looking good. How can we avoid content to be getting repeated.

Thanks,

Prachi Jain

[piyushmittalvfs · Accepted solution]

Hi Prachi,

You can place your static content which you do not want to be repeated in notification in the --> letterheads under header section and place your dynamic content in the body of the notification (Screenshot Attached). This way you can avoid content repetition.

Regards,

Piyush Mittal