Filter Excel to send reminders in Outlook

[fee3f91749a34c0c00102720d (Ray UiPath)]

Hello

New RPA developer here with very limited experience.

I have a workflow that sends an Outlook email to records in an Excel file. This works.

I want to extend this automation. The Excel file has a column of “Payment_Due” with values “Yes” and “No”. I want to only send the email to customers that have a “Payment_Due” value of “Yes”.

Please note I don’t have a data table as I can’t get it to work correctly.

Any tips here are greatly appreciated. If you know of a recent video where this is shown can you please reply, I have some other videos from 3 and 4 years ago, but there are differences in studio that I haven’t been able to resolve.

Cheers

[Parvathy (PS Parvathy)]

Hi @fee3f91749a34c0c00102720d

=> Use Read Range Workbook to read the excel and store the data in datatable say dtInput.

=> Use Filter Data Table activity and open the filter by clicking Configure Filter and give the condition like below image and store the output in a variable say filteredDataTable.

=> Use For Each row in Data Table to iterate through filteredDataTable and inside that use Send Outlook Mail Message activity to send email.

Hope it helps!!

[rlgandu (Rajyalakshmi Gandu)]

@fee3f91749a34c0c00102720d

Take if activity in that

CurrentRow("Payment_Due).Tostring.equals(“Yes”)

Send email

[fee3f91749a34c0c00102720d (Ray UiPath)]

Thanks as always, very helpful