You can make a process to send email using a query for required data. Then, that can be scheduled as a job.
Another and more generic approach can be to write a process to gather required data and then, pass it on to an Email template. Then this process can trigger send email process based on which template to pick up.
If you need specific examples, please let me know.
It's a good idea Kritika.I would very much like to have examples.The examples will be welcome
Following is the way, it can be implemented:
1. Make a custom object for email templates like following:
and another for email request:
Then, a query in the process can get the data to be sent in the email. The email will be filled using the sub object of email request object. The sample xml can be as following:
This approach is really generic and can be used for any type of emails to be sent. Whether the email needs to be sent once, on status changes, on update or as part of the reminders.
thank you very much Kritika.I still do not understand, but I'll see how to use it
The email template provides you the template which can be used for your template. Screenshot of one template:
The email request list provides you with what would be sent to whom.
after writing the query, you can use the email merge sub-object can be used to provide the list of users who will be getting the email. List is :
These values can be passed to XOG using a query and the XOG structure is mentioned in previous reply.
Please feel free to reach out for specific questions when you apply this approach.
I'll see how to apply your approach and then I'll ask the questions.thank you very much Kritika.
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