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Customer experience | Sales, Customer Insights,...
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Use rows in a Subgrid in Real-time Marketing

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Posted on by 70

Hi All, 

I'm currently in the process of creating a new Event Trigger. This will fire on the creation of a 'Sales Request' record. 

On the Main Form for my 'Sales Request' record there is a Products Subgrid, this may contain a number of rows.

Has anybody created an Event Trigger capable of listing multiple rows from a Subgrid? 

Then proceeding to use the records generated within the Personalization of real-time Marketing?

If so, any help would be greatly appreciated.

Thanks,
Zak

I have the same question (0)
  • Community Member Profile Picture
    on at

    Hi,

    Could you provide some screenshots about it?

  • Zak Bird Profile Picture
    70 on at

    Hi  

    Sales Request is the main table. Products is a sub-grid on the Sales Request table e.g.


    Salesrequest.jpg

    I am curious, can I extract the rows from the Products subgrid into the personalisation of my Email?

    The email would be like: 

    Thanks for you Sales Request, here are the Products you ordered: (x) (x) (x). 

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Zak,

    For-each loops let you step through a collection of records that are related to a specific current record—for example, to provide a list of all the recent transactions associated with a given contact. You can add the code required to create these statements by placing it within a text element, or by placing custom-code elements in between the other design elements

    https://docs.microsoft.com/en-us/dynamics365/marketing/dynamic-email-content#for-each-loops 

    Also, you can refer the following similar threads:

       

       

    community.dynamics.com/.../dynamic-email-content-from-related-record-1-n

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