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Consolidated email in process flow


athobie
Sidekick (Partner)
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  • Sidekick (Partner)
  • 185 replies

Hi,

We would like to send a consolidated email to a technician with some data.

For that reason, we use a PF with a SQL action which give a list (list of PM SV for equipement with a certain status)

Below, the list give 3 service orders for the same technicians

 

 

Then we use this SQL in a process flow with an email action. In the PF,  we use the field pm_sa_person_id in the field consolidated (we also tried with this field in the Key field)

This field is present in the SQL.

 

The result is always the same : We have n emails (here in our example 3)  and not 1 email with consolidated data

 

Could you explain the settings needed to send only 1 email.

Thanks and Regards

Best answer by ktolkacevic

Maybe one option using SQL

I had a similar experience with multiple Material requests from mobile user and needing all material requests in one email. I used the SQL stuff command to consolidate all material demands into one field.

 

 

 

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2 replies

ktolkacevic
Hero (Customer)
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  • Hero (Customer)
  • 55 replies
  • Answer
  • January 12, 2024

Maybe one option using SQL

I had a similar experience with multiple Material requests from mobile user and needing all material requests in one email. I used the SQL stuff command to consolidate all material demands into one field.

 

 

 


athobie
Sidekick (Partner)
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  • Author
  • Sidekick (Partner)
  • 185 replies
  • January 18, 2024

Hi @ktolkacevic 

Thanks for your help.
We will try your way. 

Thanks and Regards

 

anthony


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