Hi,
So to summarise you problem: you would like to make CC recipient dynamical, based on stakeholder data? Yes, it is possible, but a bit tricky using 'MAP' configuration option in O365 Email module along with some data transformations.
Best Regards,
Mateusz Dudek
Hi,
So to summarise you problem: you would like to make CC recipient dynamical, based on stakeholder data? Yes, it is possible, but a bit tricky using 'MAP' configuration option in O365 Email module along with some data transformations.
Best Regards,
Mateusz Dudek
Hello @Mateusz Dudek ,
I would like to send out purchase order data to my suppliers. (Recipient one supplier as data will be grouped by supplier mail). However, as not every purchase order document per supplier is linked to one distinct purchaser, I want to insert the responsible purchasers into the CC of the mail (per supplier: one mail, however, multiple purchasers in the CC).
I do not know how this would be possible with the "to recipients" field? Here, I just insert the supplier mail.
Thank you!
Best regards
Julia Bauer
Hello @Mateusz Dudek ,
I would like to send out purchase order data to my suppliers. (Recipient one supplier as data will be grouped by supplier mail). However, as not every purchase order document per supplier is linked to one distinct purchaser, I want to insert the responsible purchasers into the CC of the mail (per supplier: one mail, however, multiple purchasers in the CC).
I do not know how this would be possible with the "to recipients" field? Here, I just insert the supplier mail.
Thank you!
Best regards
Julia Bauer
Hi,
Here's the technical solution. Probably you'll have add some custom if logic and filter to the data, but that should be a good place to start with.
Successful outcome:
Important configuration notes:
A) Field queried from celonis needs to be named exactly 'address', that's required by outlook module
B) In outlook module you need to reference array created by array aggregator and use option 'Map'
Best Regards,
Mateusz Dudek
Hello @Mateusz Dudek ,
I would like to send out purchase order data to my suppliers. (Recipient one supplier as data will be grouped by supplier mail). However, as not every purchase order document per supplier is linked to one distinct purchaser, I want to insert the responsible purchasers into the CC of the mail (per supplier: one mail, however, multiple purchasers in the CC).
I do not know how this would be possible with the "to recipients" field? Here, I just insert the supplier mail.
Thank you!
Best regards
Julia Bauer
Hello @Mateusz Dudek ,
thanks alot for showing me this idea!
However, I'm struggling to incorporate this in my existing Action Flow as I simultaneously want to attach a CSV file to the mail.
When aggregating the data, I cannot attach a CSV file to the mail in addition:
Do you have an idea/suggestion?
Thanks in advance!
Best regards
Julia Bauer
Hello @Mateusz Dudek ,
I would like to send out purchase order data to my suppliers. (Recipient one supplier as data will be grouped by supplier mail). However, as not every purchase order document per supplier is linked to one distinct purchaser, I want to insert the responsible purchasers into the CC of the mail (per supplier: one mail, however, multiple purchasers in the CC).
I do not know how this would be possible with the "to recipients" field? Here, I just insert the supplier mail.
Thank you!
Best regards
Julia Bauer
Good morning @julia.bauer,
in this case it becomes a bit harder, my solution to that was to have 2 Query data modules, so: Query > CSV >any module > Query > Array aggregation > M365 email. I've spend a looot time to make it work, and lost the details, but maybe there's a simpler solution (we had a second query module because whole 365 email was generated based on that - we had text of the email in multiple language versions assigned based on country of the recipient)
Additional problem is that entries from both query need to somehow match. Hope that a bit helps.
Best Regards,
Mateusz Dudek
Hello @Mateusz Dudek ,
I have set the action flow up like this with the help of your input:
I needed the iterator to only see distinct employees. The text aggregator tool was used to combine all distinct employees into a field e.g. julia2.bauer@zollner.dejulia3.bauer@zollner.de - at first per person in the CC one mail was sent - hence our stakeholder would have gotten multiple mails, depending how many people will be in the CC of the mail. As of right now, with the text field, I cannot use this as an input for the CC field in the Microsoft Outlook module.
Do you have an idea how to solve this?
Thank you!
Best regards
Julia Bauer