Suppose we have a requirement that manager should receive a monthly summary of all purchase across product lines. System should, by default, trigger an email with report as an attachment to the manager without requiring her/him to subscribe. One option can be to code an advance agent to trigger email.
I am wondering if creating a scheduling task (by subscribing to report) in dev and later moving instances to production is a good practice.
Posted: 4 years ago
Posted: 11 Jan 2017 5:57 EST
Santanu Bhattacherjee (Santanu)
Senior Manager - Sales Automation