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Claris Engage 2025 - March 25-26 Austin Texas ×

Send E-mail with Portal records


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Posted

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

Posted

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.

This topic is 6490 days old. Please don't post here. Open a new topic instead.

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