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Question

Email output in bullet form value from multiple value fields

asked on January 21

Hi Everyone,

How can we format an email output to display the values from multiple fields in a concise bullet-point format? For example:

  • Field 1: Value 1
  • Field 2: Value 2
  • Field 3: Value 3

Regards

 

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Replies

replied on January 21

Heya Rafael,

 

If this is in Forms then you could use HTML to do this

<!-- email list -->
<div class="email">
	<ul>
		<li>Field 1: {/dataset/field1}</li>
		<li>Field 2: {/dataset/field2}</li>
		<li>Field 3: {/dataset/field3}</li>
	</ul>
</div>

Something like that would work

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replied on January 21 Show version history

Hi Andrew

Thank you for responding to may question.

This is the flow:


1. User input's data in a table in forms after submission the data will know retrieved by workflow and assign the value to multi value fields (Metadata) as (ex: A-B). This value of forms table that retrieved by workflow via "For Each Row" activity in forms.

2. After workflow process, the value of the (Metadata) multi value field will know sent back to forms and will store in a collection container that had a one field inside it to store the value.

3. The value of the field that inside the container will now be the value of the email. The output value of this field is looks like this "A-B; C-D; E-F".

I need output of this field in the container to looks like this:

  • A-B
  • C-D
  • E-F

or like this,

  1. A-B
  2. C-D
  3. E-F

 

Thanks and Regards 

 

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replied on January 22

I find the cleanest option is to build out a multi-value token with HTML tags.  Either <ul> for your first example or <ol> for the second example.

So the contents of your multi-value token should end up like this once you are done:

You'll probably start the token, then go through the "For Each Row" adding to it, and then have another activity afterwards to append the end of it.

Once the multi-value token is fully populated, you can include it in the email activity.

When you are placing the tokens into the body of the email, you can tell Workflow to format them as HTML, like this:

 

I've built out of ton of tables and lists in HTML formatting for inclusion in emails via this method.

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replied on January 22

Hi Matthew,

I followed you're instruction from your reply but I can't generate the right output in my side.

Please check my created token if this right?

This is a two column value.


First Image is the first column and the second is the second column.

This third image I used to set the value back to Forms Field that in collection container.

Hopping you can help me.

 

Regards

Matt

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replied on January 23

You're probably going to need three separate "Assign Token Value" activities.

One before your "For Each Row" activity, one within it, and one after it.

 

Before the "For Each Row" activity, you would create the multi-value tokens, and add the opening of the <ul> tag to them.

 

Within the "For Each Row" activity, you would append the <li> tag items to the tokens.

 

After the "For Each Row" activity, you would close out the </ul> values.

 

The screenshots I showed before were more to demonstrate how the fully populated token would look after these steps.

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replied on January 23

You could also check out this item that I have in the Solution Marketplace: https://marketplace.laserfiche.com/details/221790/Emailing-a-Form-Table-Demonstration

That has a Workflow creating an HTML table to include in an email.  Tables and lists in HTML have a lot of similarities, so the same general idea applies, building the multi-value token in various parts with HTML tags included, and then formatting the token as HTML in the body of an email.

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