It's great that we can pull related records into CIJ and filter them. However, I don't understand how to generate a list (or even fields from a single record for that matter) that is appropriate for the context of the email.
Sometimes when creating a list in an email, you'd like to only include items that meet certain conditions. For example, a confirmation email about an order shipment should only include items that are present in that shipment and exclude items that are in the same order but not in the shipment. Similarly, in a monthly newsletter, you may want to include only those events that are scheduled to occur in the next 30 days. This is achieved by defining a list filter, which is essentially a condition defined at the list level that is applied to each list item to decide whether the item should be included.
To filter a list, select a list you've already created in an email and select +Add list filter.
In this example, the email contains a list of products. We're applying a filter to include only those products that are currently /Active./ If you don’t add a filter to this list, the entire list is included in the email (subject to the maximum number of items specified). In this case, the list would have included all products, irrespective of their status.
I'd like to accomplish what's outlined in the second sentence: create and send a confirmation email about items in a shipment. How can I accomplish this? The walkthrough below is totally unhelpful as the filter includes all active products, not product specific to that shipment or order.
I would think we'd use a Trigger to determine when to send the email that is specific to the shipment, and which can pass the id of the shipment into the list filter in a dynamic way so that only items in the shipment are included in the text of the email... but I'm not seeing a way to accomplish this.
Can someone help me understand how to solve the business need as outlined in the documentation (but which is not actually addressed in that documentation)?
