Email notification to Sales team on expiry date which is stored in collection

[nas-adora...@lafarge.com]

Dear Team,

I'm developing a system which is the system will send an email notification automatically to Sales team to notify them which customer's collateral has been expired and expired date for each customers are stored in collection.

Can you guys give me some ideas how to develop this system in RMP?
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[Pankaj Kumar]

Hi,

You can use timer activity to trigger the process, to run once in a day or as per your requirement and in the process you can access the collection with freemarker and check which customer's collateral is expired and then use email activity to send the notification to the sales team.

Please find the useful links below for this:-

1. http://docs.runmyprocess.com/Developer_Guide/Process/Trigger
   
2. http://docs.runmyprocess.com/User_Guide/Development_Environment/Toolbox/Processes/Process_Design
   
3. http://docs.runmyprocess.com/User_Guide/Development_Environment/Toolbox/Processes/Step/Task/Process_Task_Email_Tab
   
4. http://docs.runmyprocess.com/Developer_Guide/Collection/Collection_JS_Freemarker
   

Thank you,

Pankaj Kumar

Fujitsu RunMyProcess Support

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[nas-adora...@lafarge.com]

Hi Pankaj,

Let say i used Schedule a process with a Timer. The process starts with start timer, then send an email and end...How can I test?

[Pankaj Kumar]

Hi,

For testing the process in Test Mode, there is a button "Launch Test", it trigger the process. Please find the screen shot of the same.

Thanks & Regards,

Pankaj Kumar

Fujitsu RunMyProcess Support

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[Nas-Adora Mohd-Dan]

Hi Pankaj,

I've created the process. The process will send email to Sales Team that these customers collateral is already expire. How can I display all the customer name in the email? Example: the variable of the customers name is ${customers_name} and of course the customers name will be more than one. How to display the list in the email? Please refer attached image of the process.

Thanks and regards,

NAS ADORA BINTI MOHD DAN

MYIS Department | IT APPLICATION SPECIALIST

LAFARGE MALAYSIA | 2, Jalan Kilang, Petaling Jaya

Office:  (603) 7962 3569 I Fax : (603) 77851453

nas-adora...@lafarge.com | www.lafarge.com.my

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Disclaimer:

By communicating with Lafarge Malaysia, you are deemed to have consented to processing of your personal data as set out in the Lafarge Malaysia Privacy Notice which can be viewed here.

This email and any files transmitted with it are confidential and intended only for the use of the person to whom it is addressed. If you are not the intended recipient you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited. Please notify the sender immediately by email if you have received this email by mistake and delete this email from your system. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company. Finally, the recipient should check this email and any files for the presence of viruses. The company accepts no liability for any damage caused by any virus transmitted by this email.

By communicating with Lafarge Malaysia, you are deemed to have consented to processing of your personal data as set out in the Lafarge Malaysia Privacy Notice which can be viewed here.

[Pankaj Kumar]

HI Nas,

For sending the mail to multiple users, you can use the same variable (string type) and assign emails addresses separated by ",".

For example the variable

customers_mail_list will have the value "email_addr1,email_addr2,email_addr3"

For Displaying the name of the customers, I guess from collection an array will retrieved whose accounts are expired, You can use freemarker to loop the array and make an string variable seperated by ","for showing the users namewhose account is expired.

Later on you can enhance the mail UI to display the expired users in a table.

Thanks,

Pankaj

Thank you,

Pankaj Kumar

Fujitsu RunMyProcess Support

[Nas-Adora Mohd-Dan]

Dear Pankaj,

Back to my question how to test my scheduled process. It was sucessfull in Test mode. but how can I make it successful in production without click any button?

Thanks and regards,

NAS ADORA BINTI MOHD DAN

MYIS Department | IT APPLICATION SPECIALIST

LAFARGE MALAYSIA | 2, Jalan Kilang, Petaling Jaya

Office:  (603) 7962 3569 I Fax : (603) 77851453

nas-adora...@lafarge.com | www.lafarge.com.my

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Disclaimer:

By communicating with Lafarge Malaysia, you are deemed to have consented to processing of your personal data as set out in the Lafarge Malaysia Privacy Notice which can be viewed here.

This email and any files transmitted with it are confidential and intended only for the use of the person to whom it is addressed. If you are not the intended recipient you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited. Please notify the sender immediately by email if you have received this email by mistake and delete this email from your system. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company. Finally, the recipient should check this email and any files for the presence of viruses. The company accepts no liability for any damage caused by any virus transmitted by this email.

[Pankaj Kumar]

Hi Nas,

For auto triggering the process by timer, you need to create the Live version of the Project, after then it will be triggered at scheduled interval.

Please find the respective information of the RMP Doc, link is as follows;-

1. http://docs.runmyprocess.com/Lifecycle_Guide/Deploy/Production_Release
   
2. http://docs.runmyprocess.com/Developer_Guide/Process/Trigger#schedule-a-process-with-a-timer
   
3. http://docs.runmyprocess.com/User_Guide/Development_Environment/Toolbox/Processes/Step/Event/Process_Start_Event
   

Thanks & Regards,

Pankaj Kumar

Thank you,

Pankaj Kumar

Fujitsu RunMyProcess Support

[Nas-Adora Mohd-Dan]

​Hi Pankaj,

Tq for your help. One things i wasn't sure. I need to retrieve data from collection during the schedule process run. Should i retrieve the data at the Timer start or after the timer start, i create a task which in input variables I retrieve the data from collection.​ Please help me.

Thanks and regards,

NAS ADORA BINTI MOHD DAN

MYIS Department | IT APPLICATION SPECIALIST

LAFARGE MALAYSIA | 2, Jalan Kilang, Petaling Jaya

Office:  (603) 7962 3569 I Fax : (603) 77851453

nas-adora...@lafarge.com | www.lafarge.com.my

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Disclaimer:

By communicating with Lafarge Malaysia, you are deemed to have consented to processing of your personal data as set out in the Lafarge Malaysia Privacy Notice which can be viewed here.

This email and any files transmitted with it are confidential and intended only for the use of the person to whom it is addressed. If you are not the intended recipient you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited. Please notify the sender immediately by email if you have received this email by mistake and delete this email from your system. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company. Finally, the recipient should check this email and any files for the presence of viruses. The company accepts no liability for any damage caused by any virus transmitted by this email.

[Pankaj Kumar]

HI Nas,

I guess you are running the script for fetching the record from collection in an activity input variable tab which is good. Please find the below screen print of the process that is very similar to your requirement.

Thank you,

Pankaj Kumar

Fujitsu RunMyProcess Support

[Nas-Adora Mohd-Dan]

Dear Pankaj,

Please refer attachment. Why i got this error when i want to send email in multi-instance loop process? Please help me.

Thanks and regards,

NAS ADORA BINTI MOHD DAN

MYIS Department | IT APPLICATION SPECIALIST

LAFARGE MALAYSIA | 2, Jalan Kilang, Petaling Jaya

Office:  (603) 7962 3569 I Fax : (603) 77851453

nas-adora...@lafarge.com | www.lafarge.com.my

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Disclaimer:

By communicating with Lafarge Malaysia, you are deemed to have consented to processing of your personal data as set out in the Lafarge Malaysia Privacy Notice which can be viewed here.

This email and any files transmitted with it are confidential and intended only for the use of the person to whom it is addressed. If you are not the intended recipient you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited. Please notify the sender immediately by email if you have received this email by mistake and delete this email from your system. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company. Finally, the recipient should check this email and any files for the presence of viruses. The company accepts no liability for any damage caused by any virus transmitted by this email.

[Murali]

Hi Nas,

Please refer to Parameters section(3rd Tab in attachment) to debug value of parameter that is shown in error.
Let me know If you are unable to progress, will arrange for screen share to resolve.

Regards,
Murali

[Nas-Adora Mohd-Dan]

The error message is 

Error while processing {list_spreadsheet.feed.entry}

Expression list_spreadsheet is undefined on line 1, column 3 in get rows with criteria.

what should i enter as list_spreadsheet?

Thanks and regards,

NAS ADORA BINTI MOHD DAN

MYIS Department | IT APPLICATION SPECIALIST

LAFARGE MALAYSIA | 2, Jalan Kilang, Petaling Jaya

Office:  (603) 7962 3569 I Fax : (603) 77851453

nas-adora...@lafarge.com | www.lafarge.com.my

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                                     Safety Our Way of Life

                            Keselamatan Amalan Hidup Kita

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Disclaimer:

By communicating with Lafarge Malaysia, you are deemed to have consented to processing of your personal data as set out in the Lafarge Malaysia Privacy Notice which can be viewed here.

This email and any files transmitted with it are confidential and intended only for the use of the person to whom it is addressed. If you are not the intended recipient you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited. Please notify the sender immediately by email if you have received this email by mistake and delete this email from your system. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company. Finally, the recipient should check this email and any files for the presence of viruses. The company accepts no liability for any damage caused by any virus transmitted by this email.

[Nas-Adora Mohd-Dan]

Hi Team,

I managed to solve the previous issue/error, now i have an issue. Example: I retrieve the customers name in my spreadsheet with criteria the expired date is today's date, then I want to send notification to Sales team. Let say i retrieve only 2 customers that the collateral expired today. How can i send the notification to Sales team in different email. 

Example customer A, customer B was found. 1 email will send to notify that customer A collateral is expired and another 1 email will send to notify customer B collateral is expired.

I managed developed a process that send 2 emails now but that 2 emails send me that customer A & customer B collateral is expired. Please refer attachment.

Thanks and regards,

NAS ADORA BINTI MOHD DAN

MYIS Department | IT APPLICATION SPECIALIST

LAFARGE MALAYSIA | 2, Jalan Kilang, Petaling Jaya

Office:  (603) 7962 3569 I Fax : (603) 77851453

nas-adora...@lafarge.com | www.lafarge.com.my

=================================================

                                     Safety Our Way of Life

                            Keselamatan Amalan Hidup Kita

=================================================

Disclaimer:

By communicating with Lafarge Malaysia, you are deemed to have consented to processing of your personal data as set out in the Lafarge Malaysia Privacy Notice which can be viewed here.

This email and any files transmitted with it are confidential and intended only for the use of the person to whom it is addressed. If you are not the intended recipient you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited. Please notify the sender immediately by email if you have received this email by mistake and delete this email from your system. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company. Finally, the recipient should check this email and any files for the presence of viruses. The company accepts no liability for any damage caused by any virus transmitted by this email.

[Pankaj Kumar]

Hi Nas,

You are running the process in "Test" mode, that why you are getting the mail, please run the application in "Acceptance" mode, after creating the version of your project.

Also for sending the 2 mails you have created a sub-process one alternate approach can be using the loop passing the array in the loop which will be lighter execution compare to sub-process.

I have attached the screen print of the same.

Please find the respective links below for details:-

1. http://docs.runmyprocess.com/User_Guide/Development_Environment/Toolbox/Processes/Step/Task/Process_Task_Loop_Tab
   
2. http://docs.runmyprocess.com/User_Guide/Development_Environment/Toolbox/Projects/Project_Version_Tab

Thank you,

Pankaj Kumar

Fujitsu RunMyProcess Support