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Question

Email Workflow Question

asked on March 13, 2013 Show version history

I'm trying to create a workflow that, based on a lookup of a particular company name, will email respective employees in one email. Basically, in the following table, if “ABC CORP” were the key lookup, I would like to assign in a template field and email “ali@email.com”, “jennifer@email.com” and “steven@email.com” in one email. Right now, my workflow is only emailing “steven@email.com." For some reason it will not allow for multiple entries (or email addresses) in the “To:” field.

 

Lookup table:

Company             Email Address

ABC CORP  

ali@email.com

ABC CORP  

jennifer@email.com

ABC CORP  

steven@email.com

XYZ CORP  

paul@email.com

XYZ CORP  

steven@email.com

 

And my workflow:

 

Guidance would be greatly appreciated!

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Answer

APPROVED ANSWER
replied on March 14, 2013 Show version history

 

Hello,

 

As a side note, is there a reason why you want to send one email with all the recipients instead of sending an email to each recipient individually? The easiest way to fix this would be to just move the email activity inside of the For Each Row activity. That way Workflow will send an email (since it’s the same e-mail anyways) individually to each email address that it pulls back.

 

The way you are currently doing it now will require some changes to your workflow. The way you have the Assign Token activity configured right now won’t work because each time workflow finds a new row in your database it will actually copy over the existing token. Which means instead of having a list of email addresses you will only have the last email in your database. To fix that, I’ve changed your workflow a bit. I’ve added a new Assign Token activity that will get modified and will store the list of emails that returns. I’ve also formatted the token to store emails separated by semicolons. I’ve included a screenshot of the the workflow I modified:

 

Select e-mail under Token Tags

 

 

Apply the index to separate all values by semi-colons

 

 

This is what I get as a result.

 

 

I hope that helped!

 

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Replies

replied on January 28, 2015

Very nice.  Thank you.

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