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Power Automate Flow How to Create Email Message with a Table of list of record.
If you are working on a scenario where you must include a list of records in an email, then I would say keep on reading.
Let’s pick a simple scenario, when and account is assigned to a user lets send the list of Contacts associated to the account to the new Owner.
Our next step is going to be , to retrieve all associated Contacts to the account, we are going to use the List records action from the Common Data Service, I prefer to use the Filter Query if you are not comfortable with rest calls just go ahead and use the Fetch Xml Query you can use advance find to build the appropriate Fetch Query
Here there are two options you can take:
- Call Create HTML Table and build your table
- Build a list then pass the list to Create Html Table
I personally prefer the second approach, its cleaner, it will give you the ability to select which fields you want to include in your table and there is the ability to name the table columns as well.
For Creating the list of records, we are going to call the SelectAction and pass the output of List records
Here we can select the fields that we are going to include on our table and add name for column header as well
Next we are going to add Create HTML Table and assign the from parameter the Output of our Select
- From -> Assign Output of our Select
- Columns -> Automatic
a. Here you can select Custom and add define the table include or exclude other columns
After this its quite easy, we just have to Create a new record
1. Entity Name: - Email Message
2. Subject:- Add the subject for your email
3. To, From:- Populate this accordingly based on who is sending and who is receiving the email message
4. Description:- Create HTML Table (Output)
I hope this was helpful
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