Business Rule to send a specific Checklist to an email address

[BriceL]

Hi team,

Technicians have the possibility to fill specific Checkout/Checklist built in FSM.

Checklist are manually attached to the activity, at assignment and then closed and filled by FSEs.

Then they can be send under PDF format or Excel format from their device via the option "Print & Send".

Is there a possibility to create a business rule that could automatically send a specific checklist to an email address ? (under XLS format, for instance).

Regards

Brice

[wendy_snyder · Accepted solution]

Hi Brice,
We do have a few Business Rule Actions that might be helpful for your scenario.  They are:

• Build Checklist Report
• Build Report
• Send Email with Attachment

You can find more details regarding these actions here:

https://help.sap.com/docs/SAP_FIELD_SERVICE_MANAGEMENT/fsm_admin/actions.html?locale=en-US

If you need more information or have additional questions, please let me know.  Kind Regards, Wendy

[BriceL · Accepted solution]

Hi Wendy and thanks for your feedback. I'm exploring the " Send Email with Attachment " because "Build Report" requires a report created from scratch on Jasper Soft.