Send email to Managers based on Assets results

Question

Hi there,

I have an automation that extracts users in Assets who has a contract end date within 7 days.

I want to send an email to each persons manager to say they are due to end.

So if I have 5 people with 5 managers there will be 5 emails sent.

I have a lookup objects to extract the information.

I know I need to do a branch somehow but I tried a smart value and that works for the name but when I do {{lookupObjects.user.manager}} I get all 5 manager names in each email.

How should I structure this loop?

thanks

Joseph Chung Yin · Answer

@Ste404 -

I agreed with Mark's solution on this question.  Question for you is how are you tracking the contract will end in 7 days?  Is the end date information tracked in your Assets object as attribute + user's manager info as an attribute?

Please advise.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

Mark Segall · Answer

Hi @Ste404 - If I'm understanding correctly, you're triggering this on a schedule, correct?  From there, instead of performing a Lookup Objects, I'd add a "Branch on AQL" component and use whatever AQL you have for the Lookup Objects.  This will force it to iterate through the results rather than trying to deal with an aggregate of objects.