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Claris Engage 2025 - March 25-26 Austin Texas ×

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Trying to find a way to Email a quotation from my database.

Creating the email using the Send Email script step and then getting the basic fields is no problem.

The issue is how to retrieve the "items" of the quote from a related table using a calculation so it appears in the body of the email during the script step.

I have two tables:

Quotes - holds the basic info about the quote.

Quote Items - holds all the line items (parts) for the quote, related by Quote Number to the Quotes table.

Using a form this is of course very simple, just drop a portal down to show the items. However, you can't drop portals into script calculation steps.

Anyone have a way around this?

Something like a for/next method to step through all related items in another table and retrieve the data required each time.

This topic is 7073 days old. Please don't post here. Open a new topic instead.

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