How to set up approval activity with the inbound data?

[rvnth]

Hi everyone, 

I want to set up an approval activity with operators , where they have to review the inbound data that has been generated and one they approve. It has to trigger an email for those inbound data. 

Query activity > Deduplication> Data extrcation> Approval> Recurring Delivery

Will the above set of activities would be enough ?

How can i get the inbound data to be sent as excel in the approval activity email. 

Please suggest. Thank you in advance. 

[ParthaSarathy · Accepted solution]

Hi @rvnth ,

If you want to approve the target count alone, then you can open delivery > property > approvals tab > enable target approval.

If your use case is to send target recipient counts and other details in a file (generated in Data extraction activity)  to the operator, by default in approval activity we don't have an option to add an attachment.

You can try the below configurations to add the 'data extraction' generated file to get attached in Approval mail generated by 'Approval' activity.

Step-1: Delivery Template

Navigate to /Administration/Campaign Management/Technical delivery templates/ and search for 'Notification of the assignees for a workflow task' and duplicate this template and label it as 'Notification of the assignees for a workflow task with Attachment'.

Remove the default subject line and Hardcode the subject line here.

Next, click > Attachment

Attachment > Add > calculated attachment > Type: File name is computed during delivery for each message

In script part, add <%= dataSource.title %>

Step2: Workflow

You can use the same workflow setup as you mentioned in Question.

Open Approval activity, Advanced parameters > change the delivery template to above created delivery template 'Notification of the assignees for a workflow task with Attachment'

And in title, add the script as <%= vars.filename %>

Now when you run the workflow, the operator will receive the file generated in Data extraction as an email attachment.

Result:

[rvnth]

Thank you @ParthaSarathy , Is there a way that I can make these files password protected. 

[ParthaSarathy]

@rvnth , in this approach I don't think so.

But you can refer this similar community question - https://experienceleaguecommunities.adobe.com/t5/adobe-campaign-classic-questions/password-protected...

[rvnth]

Where can I find the logs for these approval emails that are being sent.

Thank you in advance. 

[ParthaSarathy]

@rvnth , you can find it in /Administration/Production/Objects created automatically/Technical deliveries/Workflow notifications/

Search with your delivery template's label. (Or create a delivery view folder, and search with Delivery template's label)

And to see which operator had Approved / Rejected, In the workflow right click the Approval activity and select display logs. 

[rvnth]

Hi @ParthaSarathy , 

I am facing an issue where it says cannot open file (errorno=2 no such file or directory ) Please suggest

[ParthaSarathy]

@rvnth , go to nms:delivery schema > data tab > filter > advanced filter > @label equals to 'provide_the_label' > ok

Right click > Configure list.. > add [folderProcess/@fullName] > ok 

Now navigate to the folder and view your delivery.

Or create a new Delivery folder > right click folder > property > Restriction tab > enable 'This folder is a view' > ok. Mow search your delivery label here.

Still if you're getting error, you might have access issue.

[rvnth]

Hi @ParthaSarathy 

Is it possible to directly send the inbound data of few specific columns in to the email instead of sending it as an attachment?

Please suggest