Filter as per deptand send emails to the owners

[Gurinder27]

Hello Everyone,

I have a report where in i have to filter a column by department and send emails to owners of the issue publisher.

after that filter again select a different department and send emails to those.

example there are 5 departments, filter one at a time. and there are owners for those particular department.

currently i am filtering it individually using excel then copy email and create a PDF for those issues specific to the department, attach it in the email and send

and repeat the process until im done with all the departments.

I need help to create a work flow.

excel is coming from a different source which will be in xlsx format only

[AmitMiller]

Hello @Gurinder27 , if I understood your scenario correctly, you have a few options here.

1. Use a batch macro to single out each department. In the Macro, have the relevant department records be sent to the relevant person via the Email Tool
2. Use the Table+Layout (and optionally the Render tool) Tools to distribute the relevant records between the emails.

here's an article that showcases 3 ways to achieve just that. It also has the workflow file attached. (See pic attached as one of their examples)

and here's the documentation and an article about Batch Macros.

Hope this helps =]