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Remove a recipient from a list from a list from workflow

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SorenDahk
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SorenDahk
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11-05-2021

Hi there! I have a project ongoing where I am adding leads to a list of recipients. I want to automatically remove recipients from the list when a lead converts to a paying customer. 

I can not figure out how to achieve that. Any pointers to how this can be done through a workflow?

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wodnicki
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wodnicki
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11-05-2021

Hi,

 

Use the recipient list feature of the software.

The 'List update' workflow activity only allows for [over]writing lists so use the 'Update data' activity for deletion:

  1. Scheduler or signal activity
  2. Query for recipients that became leads since the workflow last ran
  3. Delete them from nms:rcpGrpRel

 

Thanks,

-Jon

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CedricRey
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CedricRey
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12-05-2021

Hello SorenDahk,

 

You can try to use the "Unregister" method of nmsGroup object with a JS.
As it is not a static function, you have to load your list and then remove your element with a query (this is not well documented in the JSAPI, I had to do some test) :

var listId = listId; //You have to know your list ID
var recipientId = recipientId //You have to know your recipient (or what you want to delete from list) ID
var myList = NLWS.nmsGroup.load(listId); //Load the list
myList.Unregister( 
    <listChoice selectAll="false"><key value={recipientId}/><where><condition expr={"@id = " + recipientId}/></where></listChoice>
     );//Remove the element from the list (beware, the identifier here is the @ID attribute, but it can be another attribute 😉 )

Hope this could help.

Cedric