Hi,
I would like to receive via email, on a recurring basis (weekly) the view from Sales named "Orders To Invoice".
I've tried with studio and automations but this is really unpleasant as I end up having to find some other trigger (so not weekly but when other conditions are met) and I do not get a list but per individual quote.
I also attempted to use Scheduled Actions but when I get to create the report template to be attached to an email template, things get ugly: I am unable to find the right objects to place in the template and it seems I need to drop doiwn to some XML/Qweb.
Is there some way for me to receive via email a print/report of an existing view? I am open to third party apps, or if I end up having to drop down to writing a customer module/logic would appreciate a link to how to achieve this.
Thank you,
Marius
There are some conditions that leverage "orders to be invoiced" such as sales order confirmation, deliveries, depending on the product settings.
A solution would be to add yourself as follower automatically with Automated actions a step befor these conditions and set "Subtypes" and User configurations accordingly to receive emails as soon as changes happen or weekly with scheduled actions.