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I have an Email sent button in which I am trying to per Email Type and Date Difference have automated tasks set with button presses.

My first button is for marking which emails are to be compared as shippment notifications

1. Start Loop through grid

2. Start conditional statement (If EmailSent:Subject is equal to "Your order has shipped!") then....

3. Enter value into Field On Screen (Update Email Type to Shippment Notification

4. Save all Sections

5. End Conditional Statement

6. End loop thorugh grid

My second button is to then loop through and assign tasks depending on how many days it has been since the email was sent

1. Start Loop through grid

2. Start Conditional Statement (If Email:SentEmail Type is equal to "Shippment Notification") then....

3. Date Difference (Compare EmailSent:Date to Current date and stor in 7_AR)

4 Start Conditional Statement (If 7_AR is equal to 7) then...

5. send email

6. End Conditional statement

7. End Conditional statement

8. End Loop though grid

So far my Mark shipments button is working but my Assign tasks has yet to send any emails out. Any idea if my method can work here or if its just my action numbering or notation? Thank you!

Hi NeilRick,

For action number three on your first button, it updates the Email Type to Shipment Notification. If you reload your screen and view your grid, is the Email Type field actually updated to Shipment Notification for that record? If so, try adding a Show Message action with unique text after each action in your second button to see how far it gets before stopping, e.g. "The ... action has successfully passed", and if the action holds a value then insert it to make sure it's being stored correctly.

Also, why do you seperate the actions into two buttons? Will you be utilizing only one button at times?

- Ashur

Currently I have been unalbe to have the Email Type field be updated with Shipment Notification at this point. Trying to make a button that according to a word contained in the subject field would lable email type field Shipment Notification. I want this to loop through the entire grid and save it as such. Will I need to use the record ID and if so how would I do that?. I will be using the buttons one at a time for now just to get each process down. Then I should be able to join them into one?

Instead of using a Conditional statement within your Loop through grid action, why not just add the condition to the loop through grid action. I just tested it and it works beautifully on my screen. You can set a 'Where' clause for EmailType:Subject and ensure it's equal to your criteria. Then instead of using Enter value into Field on Screen, I used Updated field in table. End the loop through grid, then refresh the grid. Works like a charm 

- Ashur

Thank you! Working good atm! On that Email Sent page I have a body that contains an email template which has sales order numbers I need to go into my grid as well. Any idea how I can notate to pull and store the sales orders number to line up with the correct Record ID so when I send out an email in my task loop I have made I am able to have the correct sales order number?

Is there any other field on your screen where only the SO number's are being stored? If not then no, there's no way through actions you can pull a number from an Email Body because there would be no real 'value type' we can look for, and even then we wouldn't be able to separate it from the rest of the body. However, depending on how your body is setup this may be possible through the Method API.

- Ashur