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Creation of an Excel Sheet and attaching it automatically to an Email

KRIPALIMACHARYA
Explorer
0 Kudos

Hi team,

In our workflow for the account object for the formation of customers from prospective accounts, we have a two-level approval process set up as part of our business process.

The detailed explanation of business process is provided below,

1. The Prospective account in SAP C4C will be created by the Key Account Manager (KAM)

2. KAM will be filling all the details in Approval Customer Form, which Custom Business Object created in SDK. After it is completed, KAM will use the "Submit for Approval" field in Account Header for approval

3. The Department Head will get an email, initiating the initial stage of the approval procedure

4. An email to the Functional Head for second level approval would be initiated upon the Department Head's approval

5. On the approval of the prospective account, an email is triggered with all the details of Approval Customer Form using SDK ABSL coding for the S4H Team to create the Customer in S4H system.

Here, the customer requests that an Excel file should be created and attached automatically to the S4H team, fetching all the data that in the Approval Customer Form once both Department & Functional head has approved. Please be informed that currently we are adding the complete details in the email body.

Request you to please provide your support and suggestions for the same. 

Regards,

Kripali

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