Send a email notficaiton for the first order placed by customer

Hi ​@Manikanta Dhulipudi ,

You could use a left join on the CustomerID from SOOrder to itself (aliased), to identify the earliest sales order.  The idea is to look for another sales order that has an earlier date and filter the GI to return only the records where there is NOT an earlier matching order.

I haven’t tested this GI as the trigger for a business event, but I think it would work so long as you include all of the key fields in the results. 

Because this query is essentially executing a cross join on SOOrder, I would recommend including a filter on the FirstOrder.OrderDate or FirstOrder.CreatedDateTime to limit the results and improve performance.

See screenshots below:

Hope this helps!

Laura

​@Manikanta Dhulipudi 

Could you do this via Business Event?

Have a Generic Inquiry feeding into it with a count of order numbers, if that order number counter is equal to 1, send the email, if not do not send.

Hi ​@aiwan .  A grouping is a good idea too. 

A few things:

If the business event is set to run on a schedule then grouping in a GI is supported.  If it is on a trigger to run in real time then I don’t believe grouping is supported. 

The cross join also allows you to return details (such as the contact email) from the sales order record.  With the grouping technique you could return the max contact email (which in this scenario where we are looking for the first order should be just fine).

I think that both methods have utility depending on the scenario.

Laura