Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

email portal information...


This topic is 8015 days old. Please don't post here. Open a new topic instead.

Recommended Posts

  • Newbies
Posted

I'm trying to do the following without success:

I have a maindb.fp5 and a relateddb.fp5.

I would like to send an email from a record that includes the portal information on the record. So, for instance, the main record would have the contact information. The portal records would include, for example, a field that contains places visited and a field for the date visited. In this example Joe Smith is the contact from the maindb and places visited and dates from the relateddb are

Record 1: Place Visited(field) - Alaska ; Date Visited(field) 10/1/02 Record 2: Place Visited(field) - Florida ; Date Visited(field) 3/1/01

Record 3: Place Visited(field) - Hawaii ; Date Visited(field) 6/1/02

How would script/or write the function to get the portal information to include in an email?

Thanks in advance,

Rifleman

Posted

One approach you might like to try would be to:

1. Create a stored and indexed calculation field in your related file which produces the text you want to include in the emails (drawing in values from the relevant fields, as you've indicated)

2. Create a value list in your maindb which uses only related values from the field in your relateddb created in step 1

3. Create an unstored calculating text field in your maindb with the formula set to ValueListItems("relateddb.fp5", "YourNewValueList")

Then, include the calc from step 3 in the email where you want the list of places and dates (they will each appear on a separate line, separated by carriage returns).

  • 1 month later...
Posted

Hello,

I don't know if you still need help with this but,

You can copy the portal info into a text field. Create the portal on a layout where it is the only item. You can script copying it and then change layouts to where the text field is and paste it. Then either identify that text field as the message or use it in a calc field to create the message part of the email.

Hope this helps.

Steve

Posted

Hi again,

I forgot to add that at the beginning of the script select the first row of the portal before copying. Copying will get all portal info (not just 1st row).

Good luck

Steve

This topic is 8015 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.