flow rich text email with list of records
now that we have rich text emails in flow, its pretty simple to create a nice looking email that includes a list of records. throw it in a scheduled flow and you have some serious magic potential.
my use case : send opportunity owner a list of their open opportunities that have passed the close date.
here is the full flow
will break down each piece below
Schedule : the flow is scheduled on the user object, and fires for all users where isActive = true
getOpportunities: get all opportunities, where ownerid = $record.id and closeDate is less than $flow.current date
getReport: In the email, I include a link to a report so they can edit it using inline editing for reports (while I dream of the day when the engineering gods allow editing of currency fields in reports). So instead of hard coding that link, I query for the report, since i built in sandbox, and some say you shouldn’t...
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