How to send email containing multiple child records data?
How to send an email containing multiple child records data?
XSLT (XSL Transformation) can do wonders for this kind of requirement where the basic idea is to get data in XML hierarchy from Siebel (which you can easily do via EAI Siebel Adapter and convert it into XML) and apply the XSL transformations to get the HTML output. And as far as you know how to play with HTML and XSL, you can create any kind of email format that you like to see. All you need is to use EAI XSLT Service business service with method Transform.
Below picture might give you some idea of it:
To understand the concept, let suppose:
1. As soon as an Opportunity gets submitted, you are required to send an email to the Sales person to inform him.
2. Email should have the details of child records created under that Opportunity.
3. Email should have some kind of formatting so that it looks good and eye-catching.
You might be thinking what is a big deal in it and why should I even use the XSLT (new term for lot many people) for it? There is a simple reason behind it, there is NO OOB way available in Siebel (as far as I know) by which you can include the data from Child records (multiple) in the email.
Let me first show you the proof-of-concept and later we will discuss about the technical solution.
1. I have below opportunity created with 2 records of Opportunity Products.
2. It has also 3 Quote records created under it.
3. As soon as Opportunity get submitted, system is required to send the email to the sales person.
4. Here below is the email, I would like to receive:
If you find that interesting, keep reading for the technical details of it.
Pre-requisite
Please note that for this demo, I have used a Integration Object (Opportunity) based on Opportunity BO with having only 3 ICs configured: Opportunity, Opportunity Product and Quote. And include only those fields whose values are required in the final email, for eg: Oppty Name, Product Name, Net Price, Quote Name etc. (Please refer the first picture of this post, XML part)
Technical Solution
1. Call a Workflow (based on Opportunity BO) as soon as Opportunity gets submitted.
(Note: System will automatically pass the row_id of Opportunity to "Object Id" process property of the Workflow Process)
Here below is the WF snapshot.
2. Process Properties
3. Step Details:
Code for XSLTBuffer
<?xml version="1.0" encoding="UTF-16"?><xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform"><xsl:template match="/"><html><body><h2>You have got an Opportunity to act on:</h2><h4>Opportunity Name : <span style="color:#ff0000"><xsl:value-of select="ListOfOpportunity/Opportunity/Name"/></span></h4><h3>Here below are the Product Details:</h3><table border="1"><tr bgcolor="#9acd32"><th>Product</th><th>Quantity</th><th>Net Price</th><th>Revenue</th></tr><xsl:for-each select="ListOfOpportunity/Opportunity/ListOfOpportunityProduct/OpportunityProduct"><tr><td><xsl:value-of select="Product"/></td><td><xsl:value-of select="ProductQuantity"/></td><td><xsl:value-of select="ProductPrice"/></td><td><xsl:value-of select="Revenue"/></td></tr></xsl:for-each></table><h3>Here below are the Quote Details:</h3><table border="1"><tr bgcolor="#9acd32"><th>Quote Name</th><th>Revision</th><th>Status</th> </tr><xsl:for-each select="ListOfOpportunity/Opportunity/ListOfQuote2/Quote2"><tr><td><xsl:value-of select="Name2"/></td><td><xsl:value-of select="Revision"/></td><td><xsl:value-of select="Status"/></td></tr></xsl:for-each></table></body></html></xsl:template></xsl:stylesheet>
If you want to learn about XSLT more, then please refer the below link:
http://www.w3schools.com/xsl/
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