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Claris Engage 2025 - March 25-26 Austin Texas ×

Mail merge of portal fields


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Posted

I'm using a portal to add records in an order. In this specific cases, the added records are date when our service will be provided and the name of employee in charge of providing it.

I'd like this info to appear in the letter to be sent to the customer using mail merge or something like this.

What should I do ?

Im my database, I have several tables witht he following relationships:

Customers <--> Orders <--> Ordersline <--> Products

Thanks for your help

Posted

I would steer you toward the new FileMaker 8.5 List function since it will allow you to take all of the data from a portal and display it in a calculation result with returns between each portal row. You can further manipulate the return-separated list with the Substitute function and other text functions to get your desired result. Then, just use the calculation field as the body of your email in the Send Mail script step.

This topic is 6546 days old. Please don't post here. Open a new topic instead.

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