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LeeMurphy Multiple related records in an email.
I'm trying to create an email template that will be scheduled to send every few days. The hurdle I need to overcome is that the email needs to list several cases.
We have a custom datetime field in cases called FeedbackDate, and this email needs to have a list of all case IDs whose FeedbackDate field is five days or more before the current date (and a few other criteria but once i know howto go about filtering and sorting I can work that out).
My question is, where do I start? How would you go about this? Is it possible to do just in the email template, or do I need to use apex?
Cheers for any pointing in the right direction
You would have to schedule an apex class to do the work for you.