@David__Garcia - This is exactly what I needed! I was able to get both
ways to work in testing but love the idea of providing the record count
for each distinct project name. Thanks for that additional suggestion!
That is exactly it. In your example, we would only want A,B, and C to be
listed once. As a generic example: Records from Workflow:Customer
NumberProject Name1SDPROJ 45672SDPROJ 45673SDPROJ 48564SDPROJ
65985SDPROJ 65986SDPROJ 6598 Generic Alert CopyHello,A new email is
ready to send to customers in this workflow. There are an estimated 6
records.Projects included in this send:SDPROJ 4567SDPROJ 4856SDPROJ
6598If you have any questions or concerns about these projects, please
let us know. This woul...
We have been using the method outlined in this help article (Sending
Personalized Alerts to Operators) to pass through workflow variables to
alerts with great success. However, we now have a workflow where we want
to pass through the Project Name from the temp:query table as the
variable in the alert. Because several records will have the same
project name, we would like to be able to make this a distinct list. For
example, we have one data set where the same project name is on 430
records and w...
Thank you so much for sharing this. It was something that we have been
looking to do as well. Could this be modified to only return distinct
records in the final alert? For example, we are including the project
name in the alert. Some records will have the same project name and we
only want to show that once in the email.
I would like to duplicate a workflow that we have created since I need
to build another workflow that is very similar. Duplicated would save a
lot of time where I can just make those minor changes to the new
workflow without having to rebuild from scratch. However, once I have
duplicated the workflow, I would like to make sure it is in that same,
original campaign. But after I duplicate it I can't find a way to do
that. Is there a way that I can take that copy of the workflow and add
it to the c...