How to email all the related contacts present in SubGrid?

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Posted on by nidnani

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Hi, I have a workflow to send emails to all the contacts related to the store (custom entity) as soon as the lead is sold.

So far, I created the subgrid to list all the related contacts on the Store Form. Any suggestions??

Any help much appreciated.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

You can use Kaskela Elements workflow toolkit for that purpose - kaskelasolutions.com/.../

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nidnani 285 on at

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Hi Andrew,

I already tried the Kaskela Elements workflow toolkit but it is unable to add related Contacts for a specific store when running from the workflow.

It adds all the related Contacts for all the stores. Below is the view, I am using to filter out related Contacts. Home depot is the store entity.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

The query that you use doesn't take into consideration the filter by your location. In order to do that build the proper FetchXml and use it in the step instead of the regular view.

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nidnani 285 on at

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Hi Andrew,

This is the Fetch XML query that I am using.

<?xml version="1.0"?>

<fetch distinct="true" mapping="logical" output-format="xml-platform" version="1.0">

<entity name="contact">

<attribute name="fullname"/>

<attribute name="contactid"/>

<attribute name="emailaddress1"/>

<order descending="false" attribute="fullname"/>

<link-entity name="rnu_homedepot" alias="aa" link-type="inner" to="rnu_homedepot_contact_store" from="rnu_homedepotid">

<link-entity name="contact" alias="ad" link-type="inner" to="rnu_homedepotid" from="rnu_homedepot_contact_store"/>

</link-entity>

</entity>

</fetch>

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a33ik 84,331 Most Valuable Professional on at

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Hello,

You should combine that query with the following - kaskelasolutions.com/.../

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nidnani 285 on at

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Hi Andrew, I already tried but no luck. The query finds all the contacts related to all the Stores.

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a33ik 84,331 Most Valuable Professional on at

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Can you please provide the query that you used?

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nidnani 285 on at

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Thanks Andrew. Below is the Fetch XML Query and view as well.

<?xml version="1.0"?>

<fetch distinct="true" mapping="logical" output-format="xml-platform" version="1.0">
<entity name="contact">
<attribute name="fullname"/>
<attribute name="contactid"/>
<attribute name="emailaddress1"/>
<order descending="false" attribute="fullname"/>
<link-entity name="rnu_homedepot" alias="aa" link-type="inner" to="rnu_homedepot_contact_store" from="rnu_homedepotid">
<link-entity name="contact" alias="ad" link-type="inner" to="rnu_homedepotid" from="rnu_homedepot_contact_store"/>
</link-entity>
</entity>
</fetch>

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a33ik 84,331 Most Valuable Professional on at

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I don't see the filter that was mentioned here - kaskelasolutions.com/.../ and I believe that's the main reason why your workflow doesn't work the way it supposed to.

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nidnani 285 on at

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Hi Andrew, there's no option of adding that filter without "Contains Data". As soon as a related entity is added, "contains data" pops up every time.

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