Email Scheduled Event Templates with "For Rows ..."

A scheduled workflow Email rule that specifies the "For rows in this table" property, can generate multiple emails each time it fires.

To create such a workflow rule, you must specify a table or slice name in the "For rows in this table" property of the scheduled rule. 

When the scheduled workflow rule fires, we retrieve the records from the table or slice you specify, and invoke the Scheduled workflow rule for each record in that table or slice. For example, you can create a slice over the Customers table that contains a record for each Customer having an "open" order. Your scheduled workflow rule can send an email to each Customer that is included in this slice. Each email can be customized for that customer.

The Audit History reports the number of rows returned by the "For rows in this table" table or slice. This row count is displayed in the "For rows in this table" property of the workflow rule's Audit History Detail record.

The scheduled workflow rule is invoked once for each record in the table or slice. The workflow rule is evaluated in the context of the current record. You can reference the columns in the current record when generating the workflow. For example, the current record might contain the Customer's email address in its "Email" column. You can reference this "Email" column in the "To" property of the scheduled workflow rule.

Your outer workflow template can use the column values from the current record. For example, you template can refer to the "Name", "Address", "Phone Number", and "Email" column values in the current Customers record.

Your outer template, can include an embedded template that lists the child records of the current record. The embedded template's Start Expression can use any Reverse Ref column in the current record to retrieve related child records. For example, the Customers table contains column "Related Orders [Customer Name]" which contains references to the customer's Orders. Your embedded template's Start Expression can use the "Related Orders [Customer Name]" column to retrieve and list the child Orders records.

  

 

Scheduled Template in Table Format

Please read this article before reading further; it describes how simple templates work.

This template is used to send an email to each customer having an open order.

This template displays:

  1. The current Customers record.
  2. The child Orders record displayed in list format.
  3. The list of child Order Details records for the Orders record displayed in table format.

 

This template produces the following output:

 

PartAll.bmp

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