Need help with the best way to send this email/task..

asked on April 21, 2016

I have a query in sql that returns this data:

I need to create an exchange item that sends out a reminder/task etc to each of the distinct emails provided. I would like one email to be sent out to each of the three managers above, with all "Equip_num", "InspectionDate", and "Equip_Desc" associated with their name. So ideally I would like for a single email/task/etc. to be sent to Manager3@email.com with this in the body:

I can send out 8 different emails to Manager3 using For Each Row I think, but I would prefer just one..

Thanks

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replied on May 2, 2016

Hi David,

With the Create Exchange Item activity, you can schedule one event at a time. So, each different InspectionDate would need its own activity. However, if there are multiple items occurring at one event date/time, then you can group those items together via the Body Text, which allows you to include multiple tokens. In your bottom example, then, you could limit the workflow to sending out 3 emails to Manager3.

To implement this, your workflow would identify all Equip_Desc's associated with the same Manager and InspectionDate. Then it would create an Exchange Item for each Manager+InspectionDate, with the body text listing all associated Equip_Desc's.

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Need help with the best way to send this email/task..

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