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12/15/2023 02:19 AM - edited 12/15/2023 03:24 AM
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 | 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, | |
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
12/15/2023 06:15 AM
This is not supported.
since report is generated from analytics . Report will have multi records hence you will not get specific email of delegates.
are you sending as attachment / report data as table ?
01/03/2024 10:35 PM - edited 01/03/2024 10:36 PM
Thank you for your response.
Currently we are able to send report as attachment to each delegator in the analytic report by grouping them based on delegator username. We would also like to send the same email to "Delegatee" to receive the same email.
Is there any binding variable available for sending email to delegatee as well. Along with Delegator ?
Thank you,
Vidya D Mudagal
01/03/2024 10:42 PM
You can only sent to one person mentioned username column of result set