Emailing a specific user when a change is made to an Idea

[Sarah Condon]

Hello, 

We are starting to use the Ideas functionality within Clarity and would like to send a weekly report or an email to a specific user when a change is made to an Idea (e.g. the start date is updated). Is this something we could implement within Processes or is there another approach to doing this? 

Note: The user in question will not be connected to the project as a requestor/manager - they're a senior manager who wants a high-level view of changes. 

Best wishes,
Sarah

[Suman Pramanik]

Quick solution I can think off is to implement audit and use the audit table to develop reports and schedule them to management

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Thanks & Regards
Suman Pramanik
Sr. Principal Support Engineer | Customer Success & Support, Enterprise Software Division
Broadcom
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[Jerin Sebastian]

Hi Sarah,
Yes, you can achieve this by using processes. For eg., if the request is to immediately notify a user when Idea Start date is modified, then create an auto start process with Idea as the Primary object and the auto start condition would be Start date (make sure to include the condition as not equal to previous start date) and the step in the process would be to email the user. If its an action item you want to send then it can be achieved by a system action in the process step. If its email you will need to write a gel script for this. ​
If the requirement is to send a weekly report, then as @Suman Pramanik suggested, turn on the audit and query the cmn_audits table to send out a weekly report.

Thanks,
Jerin​​