Creating a distribution list email in either BAQ Report or BPM

Hi, I am a newby and require your advice on how to set up a distribution email list in Epicor. I have created the BAQ to define the list and need to set up the output of the BAQ as an email distribution list(dynamic).
Can anyone give me some advice?

Welcome aboard @wendy.oflynn I hope you enjoy your Epiusers journey

  1. Create a new BAQ.
  2. Add in the table that has the email address column in it.
  3. Add in a criteria to filter out any blank email addresses.
  4. Create a calculated field for the email address.
  5. Create a new calculated field.
    a. Set to nvarchar.
    b set size to x(max).
    c. set the expression to STRING_AGG(EMailAddress, ‘;’)
  6. Test your BAQ.

If you wanted to make it dynamic you could add parameters and call it from
code or widgets. Plenty of examples for that stuff here.

Note STRING_AGG function will not work with versions before SQL 2017. You would have to use STUFF To achieve the same.

There are other ways but I’ll they are a bit more complicated.

Being new I’d direct you to one of the many posts Signed the docs yesterday for Epicor - new user - #6 by Hally. Pretty sure there was a more comprehensive one, but as usual can’t find it…

Also

Check out Experts-Corner and Epiusers FAQ

Reach out if you still need help.

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