Method:Classic General Q&A

Re: E-mailing work orders from the work orders screen, not work order list

InstaDRY — Mon, 05 Oct 2015 17:45:23 GMT

I tried working with all the sets, but it doesn't seem to cooperate very well from just sending the e-mail in the screen.

Re: E-mailing work orders from the work orders screen, not work order list

InstaDRY — Thu, 24 Sep 2015 12:38:03 GMT

I got the field set brought in, but give me a couple of days to play with it. I'll update the status by Monday.

Re: E-mailing work orders from the work orders screen, not work order list

Method_Morty — Wed, 23 Sep 2015 19:36:20 GMT

Hey,

Try this:

-- Mortaza

Re: E-mailing work orders from the work orders screen, not work order list

InstaDRY — Wed, 23 Sep 2015 16:23:42 GMT

I can only pull up the action set in the same screen, not from another one.

Re: E-mailing work orders from the work orders screen, not work order list

Method_Morty — Wed, 23 Sep 2015 14:24:27 GMT

Hey Don,

A possibility, that I haven't tested on my end, you can try to add a button on the Work Order Screen and use the 'Call Another Action Set' action to call the Email Action Set from the Work Order List screen.

Give that a shot and follow up.

-- Mortaza

E-mailing work orders from the work orders screen, not work order list

InstaDRY — Wed, 23 Sep 2015 03:35:30 GMT

I'm trying to create a button to send the workorder from the workorder screen, not from the workorder list. I cannot get the fields to load into the work order template and the port url for the portal won't work. Does anyone have any advice on this?