Method:API Q&A

Re: Send document from Method

j.baker — Mon, 03 Feb 2014 19:08:23 GMT

One of the options on the Email Action is Attachement Location. From the Edit Document screen use the Value from Screen option, select the Document field. This will then attach the open document to you email.

JIm

Re: Send document from Method

Davidk — Mon, 27 Jan 2014 22:09:17 GMT

So I only want to email the docuement (or even just a link to it) that I've just uploaded into Method. I want to add an action in the "Edit Documents" screen under the more actions button that I can click with the mouse and it will send the file of to a specified predefinded email address. I've obviously found the send email action, but just having trouble finding out how to insert the document I'm editing to attach to the email.

Re: Send document from Method

v.cameron — Sat, 25 Jan 2014 20:39:19 GMT

Hi David,

We've done this and it works great.

When doing this you have two choices, adding a document which has been created earlier in the action sequence using the Generate report action or adding a document which the user can choose from a drop down on the screen. The key to the second is to identify that document by record ID and then reference the actual document itself with an ActionResult, (which is stored in the Document field in the DocumentLibrary table) in the attachment field on the Send Email action.

Send document from Method

Davidk — Fri, 24 Jan 2014 22:19:40 GMT

I am looking for a way to send an existing document from Method. I was experimenting by creating a new command to the More Actions button in the edit document screen. We attach costing reports to invoices and I would like the ability to send that report via email to another method user....it is always the same person. I have figured out how to send an email from the screen, but not attach the document to that email.