Set orders with velocity

Question

I am looking to write up some velocity script for a new project. We want to send out dynamic emails to our partners that have outstanding onboarding tasks to complete. We want them to receive an email every few days that will list 3 (or less depending on how many tasks they have left to do) tasks that they haven't completed and link them to the dashboard where they can finish them. I was thinking that in velocity I would set an order to the 8 tasks (these will be boolean fields marked true or false depending on completion) and have it display the ones that are not complete in the email, but I'm not sure how to cap it 3 tasks. Also, want to make sure that by setting an "order" to the tasks, it will show the most important tasks to list first (hope that makes sense). For example, if they have 5 tasks left to do, I only want to display 3 of the most important ones in the email.

SanfordWhiteman · Accepted Answer

I think I might be confused. We will have a custom object (hasn't been created yet) named Onboarding Interaction. Within that, there will be boolean fields listed like:

- Contract Received / Signed (true/false)

- Policies & Settings submitted (true/false)

- Property Amenities submitted (true/false)

- Rooms & Rates submitted (true/false)

- Photos submitted (true/false)

- Taxes information submitted (true/false)

Does that make sense?

Custom Objects are always many-to-one. So while your implementation may ensure there’s only zero or one CO record for each Marketo person, it’s still always a list of COs in Marketo.

So you set the display order ($TaskPriority is an ordered list) and the max to display.

Then loop over the list of COs. For each CO record, you loop over $TaskPriority and see whether the field with the same name was set to Boolean true (String "1" in Velocity). Depending on the value, add it to the list of complete/incomplete tasks.

Finally, loop over the incomplete tasks, limiting to a max # of items using common logic.

## order
#set( $TaskPriority = [
  "Apple_Task",
  "Orange_Task",
  "Pear_Task",
  "Banana_Task"
] )
## max to show in email
#set( $showMax = 3 )
##
#if( !$Object_cList.isEmpty() )
  #foreach( $object in $Object_cList )
    ## filter matching tasks into new list
    #set( $completeTasks = [] )
    #set( $incompleteTasks = [] )
    #foreach( $task in $TaskPriority )
      #if( $object[$task].equals("1") )
        #set( $void = $completeTasks.add($task) )
      #else
        #set( $void = $incompleteTasks.add($task) )
      #end
    #end
    ## decide items to show
    #set( $showEffective = $math.min($incompleteTasks.size(), $showMax) )
    #set( $showableIncompleteTasks = $incompleteTasks.subList(0, $showEffective) )
    ## iterate displayables
    #foreach( $task in $showableIncompleteTasks )
      ${task} is incomplete
    #end
  #end
#end

SanfordWhiteman · Answer

It’s helpful if you show the actual “shape” of your data so we’re not discussing things too abstractly.

Are you talking about a Custom Object list? Do you want to sort the list by a Date or DateTime field that’s present on each record? Please be as detailed as possible.

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