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Claris Engage 2025 - March 25-26 Austin Texas ×

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  • Newbies
Posted

I have two databases: departments and people. Each department has a unique number. Each person has a the number of his/her department. The department number is the basis of the relationship between tables. I want to send an email to each department head with the information about the department and the list of people in that department. The people in each department are displayed in the department layout in a portal. Inserting the department information in the message portion of the email is no problem. The question is: How do you list the data from the portal in the email message?

Posted

You could use a looping script to go through each related record and append the info to a global text field. Then use that field in your email body.

Dana

Posted

Or put the field containing the data you want on its own layout in the related table, Go to Related Records to that table, and Copy All Records. Then Go to Layout in the current table containing the field in which to put the data, and Paste.

  • Newbies
Posted

I got the looping script to work (thanks Dana) but I wonder if there is a way to get the data directly from the Portal? Thanks for the help.

Posted

You can get it from the portal, but you still have to get it one row at a time, with a loop, and then store it in your email field.

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