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How to generate email with a table in it?

MohammedBurhaan
6 - Meteoroid
Account NoAdmt DateCodeStatusReceipt NoEmail SubjectEmail BodyMail ID
12318/03/20241100Active1111Hello - [[Code]]Greeting of the dayabc@xyz.com
45617/03/20241560Pending2222Hello - [[Code]]Greeting of the daybnm@ppp.com
78919/03/20241560Complete3333Hello - [[Code]]Greeting of the daybnm@ppp.com
101116/03/20241100Complete4444Hello - [[Code]]Greeting of the dayabc@xyz.com

 

Considering the above scenario, irrespective of the number of rows the workflow should do the following - 

 

Send out emails by grouping the rows based on the code, therefore the rows with code 1100 will have an email below like this,

To: 'abc@xyz.com'

Subject - Hello 1100

 

Hi,

This email is being sent to 'abc@xyz.com', Greeting of the day

 

Account NoAdmt DateCodeStatusReceipt No
12318/03/20241100Active1111
101116/03/20241100Complete4444

 

Thank you.


And the email should be sent to the mail id specified in its row - 'abc@xyz.com'
And also the Email subject or Email body needs to contain the ability to have Code or any parameter of the column which is same for all rows.

If the email subject contains - Hello [[Code]] then the email should be sent with the subject - 'Hello 1100'
PS - If there is any other column in the table which has same values for all the rows and if the email subject contains that column name enclosed within 2 square brackets, it must consider the row/variable value.

 

Similarly the 2nd table would look like the below,

 

Account NoAdmt DateCodeStatusReceipt No
45617/03/20241560Pending2222
78919/03/20241560Complete3333

 

And this mail would be sent out to 'bnm@ppp.com' with appropriate handling of values in email subject or in the email body as shown in the above example.

 

This should happen for any number of rows and columns.


Let me know if there are any more questions, confusions.

3 REPLIES 3
Luke_C
17 - Castor

Hi @MohammedBurhaan 

 

You'll want to check out the reporting tools. This will let you create tables grouped by certain values, generate dynamic text for your emails, and send the emails out using the email tool. 

binuacs
20 - Arcturus

@MohammedBurhaan another option is with batch macro

image.png

rzdodson
12 - Quasar

Here is another batch macro approach. For the Greeting of Day field, you'll just need to adjust the time parameters for the Formula tool to correspond with your preferences.

 

Solution.png

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