I have a requirement for a button on the account form to generate an email notification with a list of open-scheduled work orders for that account
One option I thought of was to create an OOB report and find a way to embed or attach that in a workflow which would be triggered by a button or to use a plugin to generate a list of records and send via email.
Is it possible to send a report in an email via workflow (custom action) or embed a CRM(View)? I am open to solutions.
Cheers