Method:Classic General Q&A

Re: Attachments

Method_Adam — Fri, 30 Nov 2012 18:33:50 GMT

Neil,

John's post above would be the way to do it.

John - Thanks for the quick post. :)

- Adam

Re: Attachments

John M — Fri, 30 Nov 2012 17:06:53 GMT

Greetings,

If you have field services, or Schedual and invoices, there is a button called "email workorder" and you could study how this works.

Method creates a report called Generate Report, then saves that as a action result. in my case its a PDF work order.

below that is the Send Email>Attachment, that generate reprot action result is there. From there a email goes to the employee and a attachement in that email is the PDF work order.

Hope this helps

John M

Attachments

NeilRick — Fri, 30 Nov 2012 15:08:13 GMT

Could anyone help me and let me know exactly how to use the attachment field in the "Send Email" action? Thank you.