How to set up approval activity with the inbound data? | Community
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Level 5
December 26, 2023
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How to set up approval activity with the inbound data?

  • December 26, 2023
  • 1 reply
  • 1272 views

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. 

 

 

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Best answer by ParthaSarathy

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:

1 reply

ParthaSarathy
Community Advisor
ParthaSarathyCommunity AdvisorAccepted solution
Community Advisor
December 26, 2023

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:

~  ParthaSarathy S~  Click here to join ADOBE CAMPAIGN USER GROUP for Quarterly In-person | Hybrid | Virtual Meetups
rvnthAuthor
Level 5
December 27, 2023

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

 

 

ParthaSarathy
Community Advisor
Community Advisor
December 27, 2023
~  ParthaSarathy S~  Click here to join ADOBE CAMPAIGN USER GROUP for Quarterly In-person | Hybrid | Virtual Meetups