Hi,
I have a business process that sends an email every time a specific field of an account is modified.
I want to include a list of orders for that account in the body.
I tried using the read data element with the Read collection of records mode and filter it with the account Id, but I can't find a way to use the data I read in the business process.
Maybe the question should be - How to use parameters of read data with the Read collection of records mode.
Please advise!
Thanks so much,
Chani
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Hello Chani,
There's a few different methods to accomplish what you're after. This article outlines a way to do this by flagging the records using some non-used field then looping through them in the process to construct an HTML table in a process parameter which can be added to the email: https://customerfx.com/article/emailing-a-list-of-multiple-records-from…
Other methods would be to use a script task to perform an ESQ to gather and loop through the records to construct the HTML table or list and add to a process parameter.
Ryan