2 Replies Latest reply on Mar 20, 2018 10:36 AM by TxtEva

    How to include search results within an email to a Customer

    TxtEva Apprentice

      I'm using on premise HEAT.

       

      I would like to create a Quick Action on an Incident which can run a composite action of

      1. Run a search (from a different workspace) which is based on the Customer Location (can be from a workflow)
      2. Export the results
      3. Send email to Customer with the results of the search either in the email or as an attachment.

       

      Any suggestions how I could implement this please? I don't mind if it is done different steps e.g. A Quick Action that runs the search and saves the export on the Desktop > Then a separate Quick Action where the Analyst manually adds the exported file to the email for the user

       

      Thanks in advance for any suggestions!