Question

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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1 comments

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

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