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Send out a Mail via an AF - add persons to the CC?

  • July 4, 2024
  • 6 replies
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julia.bauer
Level 9
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Hello everyone,

 

I'm intending to send out data to stakeholders (numerous documents to a stakeholder - n:1 relation). I'm using the query module, csv module and the microsoft outlook module to implement it like this. Therefore, the documents will be aggregated on the basis of a stakeholder - this file will be sent out. However, per document, internally, there could be different employees assigned/responsible for those documents. Is it possible to put them into the CC of the mail (sending out to one stakeholder but numerous internal employees that should be notified - 1:n)?

 

Thank you so much!

 

Best regards

Julia Bauer

Best answer by mateusz.dudek14

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.

 

image 

Successful outcome:

image 

Important configuration notes:

 

A) Field queried from celonis needs to be named exactly 'address', that's required by outlook module

image 

B) In outlook module you need to reference array created by array aggregator and use option 'Map'

 

image

 

Best Regards,

Mateusz Dudek

    6 replies

    mateusz.dudek14
    Level 11
    Forum|alt.badge.img+11

    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.

     

    image 

    Best Regards,

    Mateusz Dudek

    julia.bauer
    Level 9
    Forum|alt.badge.img+1
    • julia.bauer
    • Author
    • Level 9
    • 58 replies
    • July 8, 2024

    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.

     

    image 

    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

    mateusz.dudek14
    Level 11
    Forum|alt.badge.img+11
    • mateusz.dudek14
    • Level 11
    • 102 replies
    • Answer
    • July 9, 2024

    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.

     

    image 

    Successful outcome:

    image 

    Important configuration notes:

     

    A) Field queried from celonis needs to be named exactly 'address', that's required by outlook module

    image 

    B) In outlook module you need to reference array created by array aggregator and use option 'Map'

     

    image

     

    Best Regards,

    Mateusz Dudek

    julia.bauer
    Level 9
    Forum|alt.badge.img+1
    • julia.bauer
    • Author
    • Level 9
    • 58 replies
    • July 15, 2024

    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:

    imageDo you have an idea/suggestion?

    Thanks in advance!

     

    Best regards

    Julia Bauer

    mateusz.dudek14
    Level 11
    Forum|alt.badge.img+11

    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

    julia.bauer
    Level 9
    Forum|alt.badge.img+1
    • julia.bauer
    • Author
    • Level 9
    • 58 replies
    • August 12, 2024

    Hello @Mateusz Dudek ,

     

    I have set the action flow up like this with the help of your input:

    imageI 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


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