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Using the skill "Email by celonis" when I select a line item it sends an email for each line. Is it possible to aggregate several selected lines and send them all in one email?

  • December 20, 2022
  • 13 replies
  • 70 views

jorge.fonse12
Level 3
Using the skill "Email by celonis" when I select a line item it sends an email for each line. Is it possible to aggregate several selected lines and send them all in one email?

13 replies

matt.witty13
Level 10
  • Level 10
  • December 20, 2022

Is this in an action flow? If so, you can, but will need to define the "source module" differently.

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If it is in a view, I'm not entirely sure how to aggregate multiple.


jorge.fonse12
Level 3
  • Author
  • Level 3
  • December 20, 2022

Is this in an action flow? If so, you can, but will need to define the "source module" differently.

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If it is in a view, I'm not entirely sure how to aggregate multiple.

Hello, thank you for your response. I mean in a view.


matt.witty13
Level 10
  • Level 10
  • December 20, 2022

Hello, thank you for your response. I mean in a view.

Would need someone from the Celonis technical team. I'm not entirely sure how to combine additional lines.


jorge.fonse12
Level 3
  • Author
  • Level 3
  • December 20, 2022

Hello, thank you for your response. I mean in a view.

ok. Thank you


Hmmm... the skill will invoke an AF and one AF can consolidate several lines. It is a well known template AFAIK

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For example https://docs.celonis.com/en/action-flow-templates.html and then

https://docs.celonis.com/en/create-csv-file-from-celonis-output.html

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Although maybe I am misunderstanding the question

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HTH


matt.witty13
Level 10
  • Level 10
  • December 20, 2022

Hmmm... the skill will invoke an AF and one AF can consolidate several lines. It is a well known template AFAIK

Β 

For example https://docs.celonis.com/en/action-flow-templates.html and then

https://docs.celonis.com/en/create-csv-file-from-celonis-output.html

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Although maybe I am misunderstanding the question

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HTH

imageI believe this is the issue. Instead of it executing each record one at a time, the idea would to send a collective email containing multiple selections in a view.


imageI believe this is the issue. Instead of it executing each record one at a time, the idea would to send a collective email containing multiple selections in a view.

Hmmmm.... so you can select several items and send to a single recipient.... can't you "pipe" that to a AF? Then in the AF you will have one bundle per item, but you can use aggregator to compose a single mail with all the items... Just throwing ideas around, not an expert on Views.

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HTH


matt.witty13
Level 10
  • Level 10
  • December 20, 2022

imageI believe this is the issue. Instead of it executing each record one at a time, the idea would to send a collective email containing multiple selections in a view.

It seems the action flow trigger within a signal wouldn't work since the Action Flow requires a static input and not dynamic. With the view, since your selections are dynamic, an action flow requiring a dynamic input doesn't seem to work. If there is a way to make this happen, I'd love to see it. Would be a great use case/template to build out.


sree.c
Level 7
  • Level 7
  • April 19, 2023

Hi Jorge,

I'm facing the same issue as well. Can you please suggest if you have found a workaround for it?

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Regards,

Sree


Hi Jorge,

I'm facing the same issue as well. Can you please suggest if you have found a workaround for it?

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Regards,

Sree

We used aggregator to create a CSV with all the lines. I am pretty sure you can "convert back" the CSV to plain text, so you will have a single bundle with all the lines that you can then add to the mail.

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I did it, unfortunately I no longer have access to that team.

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HTH


sree.c
Level 7
  • Level 7
  • April 20, 2023

We used aggregator to create a CSV with all the lines. I am pretty sure you can "convert back" the CSV to plain text, so you will have a single bundle with all the lines that you can then add to the mail.

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I did it, unfortunately I no longer have access to that team.

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HTH

Hi Guillermo,

do we have aggregation capability in skill? or we need to integrate it with Action flow?

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Regards,

Sree


We used aggregator to create a CSV with all the lines. I am pretty sure you can "convert back" the CSV to plain text, so you will have a single bundle with all the lines that you can then add to the mail.

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I did it, unfortunately I no longer have access to that team.

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HTH

In action flow. My understanding is that skills will be, slowly, being replaced by ActionFlows. I personally try to keep skills use at a minimum.

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image


Forum|alt.badge.img+7

Hai Jorge,

I am working on similar usecase , if you had found a solution for this could you please share that which would be helpful for my work.

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Thanks & Regards,

G G N Sindhu