In ServiceNow,
when we create a Scheduled Email for an existing report, and
look forward to capture related steps as part of an updateset, please be aware
that Scheduled Email steps are not captured. This seems to be ServiceNow
drawback or limitation. All steps related to the Scheduled Email of Report need
to be separately captured in an independent file. Otherwise those steps need to
be manually applied in destination ServiceNow environment.
Scheduled Email record can be separately saved in XML format file
and then same XML file can be imported back into the destination ServiceNow
environment to implement the Scheduled Email for an existing report.
So initially below steps should be followed to export and save
Scheduled Email record as XML file
- Open Scheduled Email of Report
- Right click on list header Scheduled Email of Report and select Export à XML (This Record)
- Save the XML Document in local folder of your machine
Once XML file is created, below steps should be followed to import
the XML file which will apply all steps to implement Scheduled Email for
ServiceNow report
To import the XML file
as Scheduled Email record in destination environment, elevated privileges
access is needed. Hence select the elevated privileges (lock) icon beside user
name. In the ‘Activate an Elevated Privilege’ dialog box, select the ‘security_admin’ check
box and click OK. Now
proceed further to import XML file using below steps
- Go to Reports à Scheduled Reports
- In the destination environment, right click on list header on Scheduled Email of Reports page and select “Import XML”.
- Browse and select the XML Document in local folder of your machine and click Upload.
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