Hi All,
In global configuration, after enabling the feature of "group emails by username" for analytic reports. This is working as expected to group emails by username but found few observation as below:
Usecase:
Sending Delegation expiry Notification to both Delegator(parent user) and delegatee(delegate user)
Analytics columns
| username | PARENT USER | Email | DELEGATE USER | DELEGATE USERNAME | DELEGATE EMAIL | CREATED BY | CREATED BY USERNAME | REASON OF DELEGATION | START | END | DAYS REMAINING |
| 4534636 | User-FirstName-08 User-LastName-08 | testemail@gmail.com | User-FirstName-12 User-LastName-12 | 4536533 | testemail@gmail.com | Vidya Mudagal | Admin_Vidya | On Vacation | 2023-12-14 05:20:00 | 2023-12-15 07:20:00 | 1 |
Email Template Expected
| Email Template | Delegation Expiry Reminder Notification before 7 days |
| Description | The email is triggered on reminder for expiry of Delegation when an employee has delegated respective responsibilities to another employee for a time period. This could be due to temporary leave of absence or PTO |
| Trigger | Delegation submitted in Saviynt portal |
| From | Designated mailbox as identified by client |
| To | Delegator |
| CC | Delegatee |
| Subject | Reminder: Delegation expiry notification for <Delegatee First Name> <Delegatee Last Name> |
| Body | Dear <Delegator First Name> <Delegator Last Name>, |
| |
| This is a reminder that your existing delegation is expiring on <mm/dd/yy> for <Delegatee First Name> <Delegatee Last Name>. |
| To extend the delegation date please log into and navigate to "Manage Delegation" on home page. |
| |
| Thank you, |
| |
- Mandatory to include username as first column (column name cannot be aliased in sql query)
- {userEmail} - Email template binding variable which enables the feature of sending emails to every users.
- It only considers Primary email of user. Currently in our system there are external users who only has secondary email is available. Which does not allow configuring any complex query in "to" field to send email to secondary email if primary email field is empty.
- Also there is not binding variable to include the items highlighted in the email template Eg. Delegator and delegatee firstname and lastname. There is binding variable to inlcude report data as table in body of email but that is not effective representation of data.
Could I get some guidance on binding variables that can be used to notify both Delegator or delegatee in a single email and include condition in "To" field to send email to primary or secondary email if either not available?
Could it be possible to include the firstname and lastname of the delgator and delegatee in the email template?
Thank you,
Vidya D Mudagal
