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How to modify the field name in the attachment of an Email notification in Workflow

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Zuora Support

How to modify the field name in the attachment of an Email notification in Workflow

Question:

 

The CSV file generated by the 'Export End-Customer Subscription Details' activity has the default Zuora column names like 'Account.PlumeCustomerID__c'.

We will have to send this export CSV as email attachment. Is there any way to change the column names to something like 'Customer ID' before sending the email?

 

Solution:

Use Data query instead of Export in the workflow.

Data Query allows you to use alias name while extraction.

CSA2.PNG

 






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2 REPLIES 2
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Valued Scholar

Re: How to modify the field name in the attachment of an Email notification in Workflow

Thanks, Aberna.

When I run the Data Query activity on my tenant, it errors out saying "Basic Login, does not support Authentication of Type: bearer". Is it because the Data Query feature is not enabled on my tenant?

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Valued Scholar

Re: How to modify the field name in the attachment of an Email notification in Workflow

Nevermind, I got the answer. The workflow app has to be owned by a user with OAuth credentials, in order to use Data Query. And the same user has to trigger the workflow. Correct me if  I am wrong.