Jump to content
View in the app

A better way to browse. Learn more.

FMForums.com

A full-screen app on your home screen with push notifications, badges and more.

To install this app on iOS and iPadOS
  1. Tap the Share icon in Safari
  2. Scroll the menu and tap Add to Home Screen.
  3. Tap Add in the top-right corner.
To install this app on Android
  1. Tap the 3-dot menu (⋮) in the top-right corner of the browser.
  2. Tap Add to Home screen or Install app.
  3. Confirm by tapping Install.

Send E-mail with Portal records

Featured Replies

Hi

This is my scenario. I have a Project that has MANY tasks. Each Task is then assigned to MANY users. So on my Project layout, I have two portals that display the tasks as well as the users assigned to the task.

I would like to send the users an e-mail with the tasks and users list for that particular Project.

Is there a way to do this in the boby of the message? That is the addresses will be filled in manually but the body of the message will have the Project Name, Tasks and User Names.

Also if I create a PDF file, will it show the portal records also.

Please help !!!!

Thankyou

This recent thread is releveant to what you are trying to do.

Thread on List Function Alternatives

Combined with this recent post to an article.

Article

The article uses the List () function, but I posted it because it demonstrates the email aspect of it. Combine the technique with the older techniques that were linked to the previous link and you should be able to achieve it.

  • Author

Thankyou for helping me. The article has exactly what I need.

Cheers !!!

Create an account or sign in to comment

Important Information

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

Account

Navigation

Search

Configure browser push notifications

Chrome (Android)
  1. Tap the lock icon next to the address bar.
  2. Tap Permissions → Notifications.
  3. Adjust your preference.
Chrome (Desktop)
  1. Click the padlock icon in the address bar.
  2. Select Site settings.
  3. Find Notifications and adjust your preference.