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

Last post 10-05-2015 12:45 PM by InstaDRY. 5 replies.
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  • 09-22-2015 10:35 PM

    • InstaDRY
    • Top 75 Contributor
    • Joined on 07-24-2014
    • Orlando, Fl.
    • Posts 60

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

    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?

    M. Don Snyder
    InstaDRY, LLC
  • 09-23-2015 9:24 AM In reply to

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

    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

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 09-23-2015 11:23 AM In reply to

    • InstaDRY
    • Top 75 Contributor
    • Joined on 07-24-2014
    • Orlando, Fl.
    • Posts 60

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

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

    M. Don Snyder
    InstaDRY, LLC
  • 09-23-2015 2:36 PM In reply to

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

    Hey,

    Try this:

    -- Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 09-24-2015 7:38 AM In reply to

    • InstaDRY
    • Top 75 Contributor
    • Joined on 07-24-2014
    • Orlando, Fl.
    • Posts 60

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

    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.

    M. Don Snyder
    InstaDRY, LLC
  • 10-05-2015 12:45 PM In reply to

    • InstaDRY
    • Top 75 Contributor
    • Joined on 07-24-2014
    • Orlando, Fl.
    • Posts 60

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

    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.

    M. Don Snyder
    InstaDRY, LLC
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