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Portal Find for Sending Email

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  • Newbies

First of all, thanks for the advice I received in my last couple of posts. It has helped a great deal.

 

I reworked the Event Management starter and have everything working and printing great. Added expenses and invoices and a bunch of other features.  Here's my last little tweak. Not a necessity, but useful. All of the existing Event Management tables and relationships are intact

 

There is  a portal on the Event Details layout that contains contributors for the event. There is a button for emailing all the contributors. I would like it to only email to the contributor who has "Invoice" entered into the Role field of the contributors portal. So I need to do some sort of find in the portal for the contributor with the role of "Invoice.

 

There is also a little button next to the contributors name for emailing, but I would like to attach different files to the email for different people. I can get the script to attach the file and start up the email program, but it attaches the email of the person in the active row of the portal. How do0 I get the script to look into the portal and choose the email from a specific person?

 

Thanks for all your help!

 

Dave

With all that said..  a portal is just a window your operator can view, click on a group of specific  sorted records,,,   go to that 1 record get data, email addr, etc,   you will need a new script process, or click on portal line item record a button,  get  email address whatever info,    And you said, you have a email working process, or some code already,  then, duplicate part it, or do new script from this Portal data,  maybe a if statement,  or send a parameter to,  to do Sendmail via SMTP (best choice)  or client email server (outlook)   by way of this new script way,    ..verses the Send-email  original usage.

 

 

2cents

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