Extracted data from excel how to display in action center

Help Activities
, ,
8

To send the data from the Action Center via email , follow these steps:

  1. Use ‘Get Form Task Data’ or similar activity* to retrieve the data from the Action Center task that has been completed.
  2. Assign Variables*: Extract the data from the task into variables. You can create a string variable for each data point like name, dateOfIssue, dueDate, and invoiceNumber.
  3. Format the Email Content*: Create a string that will serve as the email body. You can use HTML or plain text formatting. Here’s an example in plain text:

emailBody = "Name: " + name + Environment.NewLine +
"Date of Issue: " + dateOfIssue.ToString(“dd/MM/yyyy”) + Environment.NewLine +
"Due Date: " + dueDate.ToString(“dd/MM/yyyy”) + Environment.NewLine +
"Invoice Number: " + invoiceNumber.ToString()

  1. Send Email*:
  • Use either the Send SMTP Mail Message activity for SMTP servers or Send Outlook Mail Message activity for Outlook.
  • Configure the activity properties:
    • To: The recipient’s email address.
    • Subject: The subject of your email.
    • Body: emailBody from the previous step.
    • Attachments: If you need to send the Excel file or any other documents, use the attachments collection to add them.
  1. Error Handling*: Include error handling logic to manage any exceptions that might occur during the email sending process.
1 Like