Sending Email to Collection of Records if Reorder Date on Record equals Current Date
Hi,
I'm using Orders and Order Items section with a 1:N relationship. On the Order Item I maintain a re-order date for that specific item. When the Current Date equals the Re-Order Date I want to send emails to customers for all the records where this condition applies.
The email should contain Order Item details but also information from the Parent Order, the associated Account and the Contact associated with the Order.
Below is the workflow as I have it so far. I'm unsure how to read the associated data from the Orders, Account and Contacts related to the initial collection of records of Order Items and then how to use all of it to send one email per Order to the Primary Email of the Account and Cc to the contact on the Order. The email body should include the Product Name from Order Item, Order Number and Date.
Thanks for your help.
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Unfortunately, it's not possible to send an email to a collection of users in a business process. The functionality is planned by the bpm'online development team.
Ad for now, please try to check the marketing campaigns and trigger mass mailings functionality. It might help.
https://academy.bpmonline.com/documents/marketing/7-15/campaigns-section#HT_section_campaigns
https://academy.bpmonline.com/documents/marketing/7-15/email-section#HT_section_email
One option I just made use of is Tags. You can read an object, with or without a tag, then either send the email or tag the object and send the email, then delete the tag and cycle around, or just cycle around.
Let's say you have not tagged anything yet:
1. Read the first item from an object where a tag does not exist, and it meets your other filter criteria. The Tag needs to exist as an option, so you would need to manually create the tag, or tag a record once (so the tag exists) and untag it.
2. XOR condition that the ID from step 1 is !=Guid.Empty. Default flow is to end or go somewhere else.
3. Tag that record (insert a section record tag, for example Contact Section Record Tag). This will denote that the object has the tag and will not be read again in step 1.
4. Send the email.
(You could probably switch steps 3 and 4 as desired)
5. Cycle back around to step 1 and read the next item where the tag does not exist.
OR you can do the opposite, where in step 1 you are searching for records that are already tagged, then you later delete the tag before cycling back around to search again.
Hope this helps!
Chris