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Claris Engage 2025 - March 25-26 Austin Texas ×

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  • Newbies
Posted

I am trying to automate sending an attached data sheet that is a pdf within a container field. If I select the container field as the message, it send it blank. The users don't know how to find the data sheets to make the attachment manually which is why I am placing them in FM. Any ideas. Thanks.

Posted

Well, I don't know your exact workflow, but...

In my experience, container fields are far more useful as previews than as actual data objects. The best way I've found of manipulating and moving these images, is to create two fields, each filled when you import an image. The one field should be the actual container, the other should be a path to the object in the container. Then, when you send the email, you have a path to the object to attach already stored, so your users don't have to find it themselves. That ought to give you somethign to work from, anyway.

  • Newbies
Posted

These will be documents we will be updating regularly. I have been using the "Insert Object" feature with the container field. I am not sure if that will limit me versus an Import function. If it will not, how can I get the address to automatically populate? One item that may be of importance is that we would not want the recipient of the email to access additional data sheets within the directories that the data sheet we have sent them resides. If the address allowed for the data sheet to be attached that would be great. Thanks.

  • 2 months later...

This topic is 8111 days old. Please don't post here. Open a new topic instead.

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