Method Community

Hey, You need to click on Show for section: 'Add /Edit Activity' and leave the other sections hidden. For the custom section you created you will also need to make sure it's not hidden. - Mortaza

EDIT: figured it out - If Not(String.IsNullOrEmpty(item)) Hello! I am still improving this report with customized summaries and after I followed Matt's instructions, it works great. Until the input is empty - the picked dates generate no data and the report should be empty.Then I get an error message, because I ...

Hello, Is it possible to generate two different reports and store them in the same action result in a way that it can be passed to the "Attachment Location" option of the "Send Email" action? For example, if I wanted to dynamically build two different estimates for a customer and then attach both of them to the same ...

Perfect.  Thank you.

Hey Aaron, Please reference THIS thread. I believe this should be the same process for Merged Fields in Character Functions. If not let me know and we can take a further look. - Mortaza

Is there any way to attach multiple files (such as estimates) to a single email using a method similar to this? --Aaron

OK, I got it to work as described in the thread you referenced. However, It will only allow one file to be uploaded as an attachment. Is there a way to add more than one? This is important when emaileding out multiple estimates to customers. --Aaron

Hey Fran, I was able to replicate this issue. I don't believe that is the correct work-flow, I have created a ticket for our development team to take a look. I'll keep you posted in this thread. - Mortaza

Hey Aaron, Unfortunately there is no to automate this process from an Action Set. It would require some manually re-uploading. - Mortaza

Hey Bob, That information sits on a Table called 'outingConflicts' and the field you will be working with is 'BlnResolved.' Setup an Action that Retrieves Value from Table where BlnResolved = FALSE. Make sure for 'If multiple results:' you Retrieve Count. - Mortaza