thank you so much for this video! in another video you showed how to send a summary table via email to unique users. i was wondering if you knew a way to send reminders to the unique users and multiselect people column (two summary tables) based whether they are a unique user or a multiselect people column. as there may be an instance where Person A is a unique user for one project but is a multiselect person in another project, and you want to get all of the data.
Hi Kristen, yes this would be possible - you would need to grab data from both columns and get it into a format that you can add to an array, then filter that array to just have the unique people per record. Would be a little complicated but yes it is possible to do - I'll aim to create something to show you how to achieve this - but it will take me a day or two to get the time for the tutorial - hope this helps!
Hi Feng - if you expand the send an email v2 action to see the advanced settings - you can see the CC part of the email you can populate. In terms of selecting who to cc - you can hard code that, select emails from other people columns in the list item or look up people to email and place them into a string variable separated with a ';' to allow the emails to work. I'll extend this current tutorial to show how you could approach all 3 of those scenarios
This was SO helpful for me - thank you! I'm sure I'm missing something simple, but I'm trying to add the Display Names for the Multi Select Person column to my table - any hints on how to achieve this? Thanks again!
Actually, I should have specified - I need all Display Names in the multi select person column in the table. Hope you can point me in the right direction!
Hi @emmabennetto - thanks for the feedback! This could be a little tricky - as the second get items pulls back the whole column - so you'd possibly have more than 1 name in the field - easy option here is to drop in a Get User Profile V2 action and use it in the Apply to Each Person Recheck List section - use the Compose Email action to search for the user and you'll be able to use their name as needed in the table or email as needed. You could also edit the Select and Parse JSON steps to get this as well - but get User Profile is the simplest option to me..
@@emmabennetto ok - so here you'll want to initialize a variable - string type. Then in the workflow after the Get Items Filtered action and before the compose CSS input - drop in an apply to each, select the value action of the get items filtered, then add in another apply to each inside this loop and select MultiPerson DisplayName from the dynamic content - it should show - you may need to scroll down through the dynamic content or search.. Then use Append to String variable action to put in the display name to the variable as its inside a couple apply to each actions you should be able to use the expression of ítem()?['DisplayName'] in the append to string variable. You should also put in a a space or delimiter too - either as another append to string action.. or within your expression. Then in your table just use the variable. After the email action you will need to clear the variables value - use set variable and select the same variable you are using for display names - then use the expression of null for the value. Should work! if you get stuck - just message again! Good luck
@@Richie1902 Thanks so much for this - I really appreciate you taking the time to help. The display names are working - fantastic! But now I'm getting two emails (same content). Any chance you can help me resolve this one?
@@emmabennetto - happy to help! the key here will be where the email exists in the workflow and how its getting populated. I'm in New Zealand time zone - not sure where you are! but if you wanted to jump on a teams call to quickly triage this - I'm happy to help you. I can also update my local copy of this workflow and add in this update to see if I can replicate what you get.. and offer a solution. for teams - rich@brighterdays.co.nz
This was an excellent tutorial! Thank you so much!
thank you so much for this video! in another video you showed how to send a summary table via email to unique users. i was wondering if you knew a way to send reminders to the unique users and multiselect people column (two summary tables) based whether they are a unique user or a multiselect people column. as there may be an instance where Person A is a unique user for one project but is a multiselect person in another project, and you want to get all of the data.
Hi Kristen, yes this would be possible - you would need to grab data from both columns and get it into a format that you can add to an array, then filter that array to just have the unique people per record.
Would be a little complicated but yes it is possible to do - I'll aim to create something to show you how to achieve this - but it will take me a day or two to get the time for the tutorial - hope this helps!
@@Richie1902 thank you for replying! i am looking forward to your tutorial. :)
Thank you!! Very helpful walk through!! Very thorough!! Thank you!!!
Hi, Richard, thanks for the sharing, what if I need to add different people in CC list above sending to multiple people? Thanks.
Hi Feng - if you expand the send an email v2 action to see the advanced settings - you can see the CC part of the email you can populate.
In terms of selecting who to cc - you can hard code that, select emails from other people columns in the list item or look up people to email and place them into a string variable separated with a ';' to allow the emails to work.
I'll extend this current tutorial to show how you could approach all 3 of those scenarios
This was SO helpful for me - thank you! I'm sure I'm missing something simple, but I'm trying to add the Display Names for the Multi Select Person column to my table - any hints on how to achieve this?
Thanks again!
Actually, I should have specified - I need all Display Names in the multi select person column in the table. Hope you can point me in the right direction!
Hi @emmabennetto - thanks for the feedback!
This could be a little tricky - as the second get items pulls back the whole column - so you'd possibly have more than 1 name in the field - easy option here is to drop in a Get User Profile V2 action and use it in the Apply to Each Person Recheck List section - use the Compose Email action to search for the user and you'll be able to use their name as needed in the table or email as needed.
You could also edit the Select and Parse JSON steps to get this as well - but get User Profile is the simplest option to me..
@@emmabennetto ok - so here you'll want to initialize a variable - string type.
Then in the workflow after the Get Items Filtered action and before the compose CSS input - drop in an apply to each, select the value action of the get items filtered, then add in another apply to each inside this loop and select MultiPerson DisplayName from the dynamic content - it should show - you may need to scroll down through the dynamic content or search..
Then use Append to String variable action to put in the display name to the variable as its inside a couple apply to each actions you should be able to use the expression of ítem()?['DisplayName'] in the append to string variable.
You should also put in a a space or delimiter too - either as another append to string action.. or within your expression.
Then in your table just use the variable.
After the email action you will need to clear the variables value - use set variable and select the same variable you are using for display names - then use the expression of null for the value.
Should work! if you get stuck - just message again!
Good luck
@@Richie1902 Thanks so much for this - I really appreciate you taking the time to help.
The display names are working - fantastic! But now I'm getting two emails (same content). Any chance you can help me resolve this one?
@@emmabennetto - happy to help! the key here will be where the email exists in the workflow and how its getting populated.
I'm in New Zealand time zone - not sure where you are! but if you wanted to jump on a teams call to quickly triage this - I'm happy to help you.
I can also update my local copy of this workflow and add in this update to see if I can replicate what you get.. and offer a solution.
for teams - rich@brighterdays.co.nz
How did you get "current Item"?