I am working on a query data workflow that will look at a table, then email a third party a list of all the people on the table where the value "form complete" is No. Any suggestions?
I am working on a query data workflow that will look at a table, then email a third party a list of all the people on the table where the value "form complete" is No. Any suggestions?
You can't do it that way. You have to Create the token before the loop (with no values), and set it to allow multiple values.
Then, inside the loop you Modify the token and select Append.
The way you have it now it is recreating the token with each iteration of the loop thereby overwriting the previous values.
Create a multi-value Token to use in the email; something like "Person List" or whatever makes sense for your process.
After your query, put in a For Each Row loop and iterate the results of the Query. In each iteration append the current value to your "List" token.
In the email, you could add the token and use the Token editor. Under the "Index" settings choose "all values separated by ___"
You could use a line break, comma, etc.
I partially got it working. However, the email only cites one name and not the others.
You can't do it that way. You have to Create the token before the loop (with no values), and set it to allow multiple values.
Then, inside the loop you Modify the token and select Append.
The way you have it now it is recreating the token with each iteration of the loop thereby overwriting the previous values.
Jason this works great thank you!!!
Jason, would you be able to help me out one last time with the same issue. Attached is a workflow with your same instructions but I am still getting one name. Any help is greatly appreciated.
Can you add a track tokens activity at the end of the workflow and run it again to confirm that the values are being added to the token. Based on your screenshot, the token name in the email body doesn’t seem to match the token to which the values are being appended.
I added the track token and still getting one name.
Can you post a screenshot of the track token results so I can review the different token values from the process? That will help track down the spot where the problem is occurring. You can redact the email addresses and other sensitive information, I just need to see how many results the query is returning, how many times the loops iterates, how many values each token has, etc.
I will try to screen shot it all but I has many values. I do see that the Token I created is only pulling the one name; Sasha. This was a "demo" table so that I can replace it with the real one
how many results do you get if you test the query in the workflow designer?
Sorry i did not get back sooner., you rock!! I had my tokens improperly calibrated. It works perfectly. If you at Empower this coming year, I owe you lunch!!