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send email when note is added to primary table record

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Posted on by Zaid-Aboobaker

I have a custom table to track service requests, I have backoffice staff who update the timeline and add notes and attachments through a model-driven app. The service request gets a unique ID stored in the custom table

I want to send an email to the requester with the notes and attachments. I have set up a flow to send the email when a row is modified and that works fine. However , I dont know how to add the reference to the associated service request to the email

Any help would be appreciated. thanks.

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v-wenjuan-msft Microsoft Employee on at

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Hi @Zaid-Aboobaker ,

I would love to help you on your request, but here are some questions need your help first:
1. What do you mean "the associated service request"? Those notes and attachments added by your backoffice staff?
2. Where do you store the table? SharePoint or Onedrive or something else?
3. If possible, please show me your current flow and I will see how to add further steps to it.

Best regards,
Community Support Team _ Wenjuan Zou

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Zaid-Aboobaker on at

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Hi Sir. Thanks for responding.

Apologies for not explain properly.

I have created a table in dataverse called SupportRequest. I have switched on notes/ attachments for the table. I have a basic form where users can request service by completing some details through powerpages.. I have a basic model driven app where my backend users will interact with the support request and provide updates using the timeline and or attaching some documents. I want to email these updates/ documents to the requesting user everytime there is an update.

I am still playing around with the the flow in order to get this. I am able to see the addition of the note/ attachment and email it. My problem is that I want to attach the reference number from the SupportRequest table,.i.e the associated record of the note.

I am not sure how to do this.

driven app

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v-wenjuan-msft Microsoft Employee on at

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Hi @Zaid-Aboobaker ,

Regarding your screenshot, if you want to get the row by GUID, the dynamic content you need to fill in "Row ID" field should be outputs from trigger with this sub title, its title is usually the Dataverse table name.

Not sure what do you mean "reference number" from the SupportRequest table. Is "reference number" a column name from which you would like to grab values? Is it possible to share your Dataverse table outline and make it clear?

Best regards,
Community Support Team _ Wenjuan Zou

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Zaid-Aboobaker on at

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Hi Sir

here is the table called SupportRequest. This table has attachments enabled. i want to send the SupportRequestnumber with the email once any note or attachment is added.

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v-wenjuan-msft Microsoft Employee on at

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Hi @Zaid-Aboobaker ,

Well I think that's feasible.
Just try to get the row by unique identifier and see whether you will get this column data as dynamic content.

Best regards,
Community Support Team _ Wenjuan Zou
If this post helps, then please consider Accept it as the solution to help the other members find it.

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Zaid-Aboobaker on at

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That is the problem. I dont know how to do that. are you able to assist?.

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v-wenjuan-msft Microsoft Employee on at

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Notice in your snap you have built a process and filled proper parameters.

In body of "Send an email" action, click on "Add dynamic content" and add the column you want from dynamic content.

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Zaid-Aboobaker on at

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Thanks ive solved it as follows:

I got the note row where the note was added. Then used " Get row by id" using the object_id to link to the original table. That way I can get all the other information to include from the "owning" table.
thanks for your help.

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