does anyone know if you can do a scripted email that includes the results of a saved search? use case: sending overdue invoices every 7 days as part of a workflow email that includes the results of a search
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reptar
01/11/2023, 3:58 PM
Yes, but this can be done on the saved search itself. No need for scripting or workflows.
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Nicolas Bean
01/11/2023, 4:06 PM
hmm
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mightyd3
01/12/2023, 6:14 PM
Or you simple use a map/reduce to parse the results and email (if you need a customized template, etc).
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Nicolas Bean
01/12/2023, 7:52 PM
I think this is the route we will end up taking
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mightyd3
01/12/2023, 7:52 PM
That's what I do for a handful of very specific and customized emails. works well.