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Sending Consolidated mails using workflow RRS feed

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    Hello Experts,

    Please check the below screenshot, I have created a workflow to send mail to case owner daily when the case is open and there are no open activities on the case. My question here is , instead of sending mails individually for every case record satisfying the workflow condition, how can I send a consolidated mail.

    For example , if user A has 4 cases under him which are active and there are no open activities on those cases. Now instead sending four mails to user A , I need to send one mail with details of all four cases in that single mail. How can I achieve this.

    Thank you .

    Thanks and Regards. MadhuSudhan M

    Tuesday, September 17, 2013 4:48 AM

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    Hi MadhuSudhan,

    you need to write custom workflow for your requirement, in custom workflow you could query case entity and create your report and store it in output variable in html format and then you place your output variable in email to send report.

    HTH

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    • Proposed as answer by HIMBAPModerator Tuesday, September 17, 2013 5:52 AM
    • Marked as answer by Madhu-CRM Tuesday, September 17, 2013 6:03 AM
    Tuesday, September 17, 2013 5:52 AM
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    Thank you Mahender Pal. I will create custom workflow only. I will take it as we cannot achieve this without creating custom workflow or plugin.

    Thanks and Regards. MadhuSudhan M

    Tuesday, September 17, 2013 6:05 AM