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how to send report of Pending cases more than 7 days with email body

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  • how to send report of Pending cases more than 7 days with email body

    I want to send Pending cases more than 7 days with email body that mentioning the pending cases name
    Cheers!
    Nishan.

  • #2
    Hi there.
    So in other words, you want to get an email notification about the Case that has 7+ days of Pending status with included Case link in the email body? Does that make sense?
    If so, you can use this the way provided below. Note: this way will work for all farther changes.

    1. We need to add new Date type field in Case to hold the date when the Pending status was selected (e.g. let's call it startPendingDate)
    2. Add 2 ifThen conditions into Case Formula:
    Code:
    ifThen(
        entity\isAttributeChanged('status') && status == 'Pending',
        startPendingDate = datetime\today()
    );
    
    ifThen(
        entity\isAttributeChanged('status') && status != 'Pending',
        startPendingDate = null
    );
    3. Create a Report for Case with a filter where startPendingDate was 7+ days ago.
    4. Create an email template with desired text and add this link into the code view of the email template (</> button)
    Code:
    <a href="http://your-site/#Case/view/{Case.id}">Link to Case: {Case.name}</a>
    5. Create a scheduled Workflow based on the created filter with the Send Email Action. Select your new template for this action.

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