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Hi.

 

My team has been developing an Action Flow that sends a CSV attachment in an email for the customers that have due payment.

 

The problem is that the customer wants to receive their invoices grouped by the reference number but the actual GROUP BY function that Celonis have makes the reference number divide the attachment so in this case the same customer would receive 2 or more emails instead of just one.

group by functionWe already implemented some tools for separating the CSV text with (,) so we want to know if exist something similar for this case.

CSVtool 

Thanks in advance 😃

Hi,

Could you please open an SD ticket and send the blueprint also based on the comments you made it seems that you need to do a first query, then query due payments over each result (so 2 queries in total). Then you should group all that information in the CSV and send emails attaching that information to the email.

But for more please raise an SD ticket so we can check this in detail.


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