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Configuring contract expiration notification policy to send only one email notification to the contract owner who owns multiple Contracts

  • 1.  Configuring contract expiration notification policy to send only one email notification to the contract owner who owns multiple Contracts

    Posted Jun 13, 2014 11:03 AM

    I have a question on the HOWTO45860 article (link-http://www.symantec.com/business/support/index?page=content&id=HOWTO45860)

    It’s a great article on how to send the owner of a contract an email when the contract is about to expire. 

    The problem I have is that some owners own multiple contracts and only want one email that details their contracts that are expiring. 

    The complication: I can’t make a task for each owner because I might not know who all the owners are, and that's not good automated policy procedure.  I need to automate it but the only way to pass the parameter of the owner to the automated report from an sql query is to use the option "run for each record" in the policy.  This makes it send an email for every single contract. 

    I thought of using a Job as a pre-sql to get the names of all owners and then cycle through the automated policy for each owner substituting the CUSTOM field in the parameters but can’t figure out how to do that.

     

     



  • 2.  RE: Configuring contract expiration notification policy to send only one email notification to the contract owner who owns multiple Contracts

    Posted Aug 25, 2014 08:15 PM

    Unfortunately there's really no easy way to do this.  The Automation Policies only give you two options, send one email per row, or send one email with a list.  The only way to accomplish what you're trying to do is to come up with a SQL query to list all of the expiring contracts for a user in one row of the results.