Create a workflow that pulls data from a list based on a person in the list and emails that person

I am trying to create a workflow in SharePoint 2010 using SharePoint Designer.
I have a list [ExceptionList] of users each associated with a sponsor. A sponsor can have multiple users aligned to them. I need to create a workflow which emails the sponsor with their associated users.
Example:
John, Bill, and Kelly are listed with Bob as their sponsor. I'd like an email sent that will pull the names of John, Bill, and Kelly into the email so that Bob can validate that he is still their sponsor.
I know how to create the basic workflow email, but am not sure how to pull in the related names into the body of the email. I assume I will need to build a string.
Anyone know how to achieve this?
Thanks in advance!

Hi,
According to your description, my understanding is that you want to use workflow to send an email to the sponsor with the users’ names who are belonging to the sponsor.
I recommend to create another list to store the users’ names who are belonging to the sponsor and then email the sponsor with the values in the list.
In my test, I created another list called test list and created two columns: user(store users’ names) and Sponsor(store sponsor’s name). Fill the list with all the sponsors and leave user field as blank.
After that, create another workflow associated with the ExceptionList to get all the users’ names who are belonging to a sponsor to fill in the user field in the test list and set the workflow to start when an item is created.
And then you can send email with the value in the user field in test list to the sponsor.
Best regards.
Thanks
Victoria Xia
TechNet Community Support

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Regards,
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Change like this,
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Edited by: Mace Windu on Feb 7, 2009 7:55 AM
Edited by: Mace Windu on Feb 7, 2009 7:56 AM

David,
Your suggestion worked to near perfection. The only problem was that if I configured the datasource locations of the report and sub reports in CR to use the SQL ODBC, the .net program would successfully log in using the DB2 info but had a problem reading the data. If I configured the datasource locations of the report and subreports in CR to use the DB2 ODBC, everything worked! Thanks for the advice.
The force is strong with you.
Mace

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Hello Jdesko,
Thank you for you prompt response. Yes, I have changed the connections variables in my dataservice ( I didn't post real values). You are right, after all I didn't make changes on the gateway.php except to add some tracking points. The one that I changed is the amf.config,ini. The application runs without any error exceptions, but don't populate the datagrid. According with the tracing is stoping just when establishing the connection to the database. Please let me know if you have any other clue. thanks

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I appreciate for your response. Yep you are exactly right it is data only, but I do have a problem these people have their licence of limited version of Essbase.
Let me give you the information of their licence agreement.
The licence for the hyperion planning- sytem9 programs includes a limited use license for both the hyperion Essbase- system 9 and hyperion Financial reporting - system 9 programs. Such limited use license means that the hyperion Essbase- system 9 and Hyperion financial reporting -system 9 programs may only be used to access data from the Hyperion planning -system 9 program.
Specifically, the hyperion essbase- system 9 program cannot be used to create Essbase cubes that do not contain data used by the Hyperion planning- system 9 program and the Aggregate storage option component of the Hyperion Essbase - system 9 program may not be used.
1) what it(licence agreement) really means - can you install Essbase, if not how can you create dimensions dynamically using planning.
2) Is it possible without Essbase as far as I know its not possible
3) are we going to face any issues with this licence.
4) Is it possibe to pull data with planning
I appreciate if any one resolve this issue
regards
M.V

Stages when pulling data from CRM datasource?

Hi,
We are pulling data from CRM.Please explain me the steps while pulling data from CRM.

Hi,
Data from CRM to BW is divided into diiferant Data sources.
First need to find data source name.
Use the following seps
First of all, activate the CRM DSs by scenario:
1) Activate the application component hierarchy (tcode RSA9). Changes made to the application component hierarchy in the CRM system can be transferred to the BW using the "Edit Application Component Hierarchy" (SBIW - Postprocessing of DataSources).
SAP Note 434886 must be implemented in CRM 3.0 before the application component hierarchy is activated.
2) Activate the Business Content DataSources (tcode RSA5).
Select/enter the application component and choose Execute (F8).
To compare the shipped and active versions, choose the 'Select Delta' pushbutton. If there is no active version of the DataSource, it is selected automatically.
To activate the shipped version, choose the 'Transfer DataSources' pushbutton.
3) Management of the versions of the BW-Adapter metadata (tcode BWA5). All DataSources are displayed that are managed by the BW Adapter.
As in transaction RSA5 (Service API Metadata Activation), the 'Select Delta' function can be used to select the inactive DataSources or compare shipped and active versions.
You can also go directly to the screen for maintaining DataSources that are managed by the BW Adapter.
The 'Compare Version' function makes a detailed comparison of the shipped and active versions.
All BW-Adapter metadata is considered when versions are compared:
Header information (Table SMOXHEAD)
Mapping information (Table SMOXRELP)
Global selection conditions (Table SMOXGSEL)
Attribute key fields (Table SMOXAFLD)
It is depends if you want to use in BW some ready made (Business Content) data analysis models.If so, you need to find your data source in RSA5 in CRM and activate it. See this link http://help.sap.com/saphelp_nw2004s/helpdata/en/04/47a46e4e81ab4281bfb3bbd14825ca/frameset.htm to find Cube you want to analyze in BW, and Data Source connected to it.
BW CRM analysis.
http://help.sap.com/bp_biv135/html/bw.htm
CRM Extraction
Pls chk this link for Crm enhancement
Enhance standard data sources in CRM
BWA1 is for all standard crm datsource maintaince
rsa2 for generic datasource
BWA5 i think we use this Tcode after RSA5 activation additionally.
yes(incase of delta)
BWA7 do we have to use this tcode along with BWA1 for standard datasources also or else only for generic datasource.
irrespective of the type of dtasource,use it if you want to load delta(you need to delta enable the datasource here)
So we don't need to put the code as we traditionally do it for R/3 , if we just mapp the fields that would bring the data for these fields.
as i told in CRM we willwrite code in BADI in case you have done enhancement
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/com.sap.km.cm.docs/library/biw/a-c/customer%20enhancements%20and%20userexits%20in%20bw%20-%20sap%20netweaver%20%20know-how%20network%20webinar.pdf
also chk this(credit goes to the writer)
CRm enhancement:
1. Enhance Extract Structure with the required fields. (Create & include an append structure to the extract structure via transaction RSA6).
2.a) Release the fields of the append for usage. ( To do this, double click on the Datasource and remove the flags in the column 'Hide Field' for all fields of Append).
2.b) If the new fields cannot be seen in the extract structure of the transaction BWA1 then change and save the datasource, and then activate it in RSA6.
3. Define your mappings in BADI (CRM_BWA_MFLOW) to fill these fields.
Goto SPRO . Follow the path ->SAP Implementation guide ->Implementation with other mySAP components ->Data transfer to the Business Information Warehouse-> Settings for the application specific datasources (CRM)->Settings for BW adapter-> Badi :BW adapter :Enhancement of datasources in messaging flow.
4. Replicate the new Datasource to BW.
5. Expand the Communication Structure in BW.
6. Maintain transfer Rules for the new Datasource.
7. Activate the trasfer rules and perform the upload.
Refer to the SAP Note 692195 for more info ......
pls Check this links..
regarding bw crm extraction
http://help.sap.com/bp_biv235/BI_EN/html/BW/CRMAnalytics.htm
http://help.sap.com/saphelp_nw2004s/helpdata/en/be/92fb3b28904f73e10000000a114084/frameset.htm
CRM extraction
Hope this helps,
Regards
CSM Reddy

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