Method Community

Hi,

I customized our Credit Memo with the option to 'Save & Email' and it is not sending an email. My first error was that Method was not finding the email template to send. Then, after fixing that, I click the button, but it still does not send. Any idea where the problem is located?

My Actions:

Save All Sections		Move
	Retrieve Value From Table		Move
	Retrieve Value From Table		Move
	Retrieve Value From Table		Move
	Retrieve Value From Table		Move
	Assign Value to Action Result	Assign resultEmailNotification	Move
	Start Conditional Statement	If Email Notification is checked then	Move
	Retrieve Value From Table	Get resultEmailTemplate	Move
	End Conditional Statement	End If	Move
	Start Conditional Statement	If resultEmailTemplate is empty then	Move
	Retrieve Value From Table	Get the default 'Credit Memo Notification' templat...	Move
	End Conditional Statement	End if	Move
	Conditional Warning	Exit if there is still no valid email template set	Move
	Start Conditional Statement	If To email notification is checked then	Move
	Retrieve Value From Table	Get resultEmailSubject	Move
	Retrieve Value From Table	Get resultEmailBody	Move
	Retrieve Value From Table	Get resultEmailCC	Move
	Retrieve Value From Table	Get resultEmailBCC	Move
	Retrieve Value From Table	Get resultEmailFrom	Move
	End Conditional Statement	End If	Move
	Start Conditional Statement	If resultEmailFrom is empty then	Move
	Assign Value to Action Result	Assign resultEmailFrom as the user logged in	Move
	End Conditional Statement	End if	Move
	Start Loop Through Table	Loop through this customer's contacts where IsOptO...	Move
	Assign Value to Action Result	Get resultContactEmail	Move
	Character Function	Build a resultEmailBodyContact specifically with t...	Move
	Send Email		Move
	End Loop Through Table	End Loop	Move
	Start Conditional Statement	If Is Opened in Popup is YES then	Move
	Show Message	Show Message Email Sent	Move
	Assign Value to Action Result	**DISPLAY SUCCESS MESSAGE**	Move
	Close Pop Up Screen	Close the Popup	Move
	Stop Processing More Actions	Exit	Move
	End Conditional Statement	End

Thanks!

LAppeal-

Going over your actions is something that we leave for paid consuting since we would need to look into each each to determine what is actually going on, but I will give you some general troubleshooting tips.

If you are not getting an error message from a Send Email action, it means 1 of 2 things, the email was sent (could still mean it never reached its destination) or the Send Email action was never reached.

When actions are within a condition or loop, we suggest adding a Show Message action with some simple text inside the condition or loop (Within a loop it will have to be followed by a stop processing all actions action), to make sure that the set of actions is actually reached. If the show message comes up you know that the condition or loop requirements were met, if not then the issue lies in the condition or loop and not in the actions within it.

-Michael

Hi Michael,

I put a Show Message action inside the loop and it did not show, so I know I have a problem somewhere. Also, I tried to watch the webinar:

 Advanced Actions: Looping and Conditional Statements 

Actions including: loop through table, send email, conditional statements

Although it states that it goes over how to send email, the topic was never addressed. Is there a webinar that covers how to send emails? I really want to learn how to do this for myself. :)

Nia

LAppeal-

Did you put a message in your Show Message action? If you didn't, nothing will show.

Since it looks like it never reached the Send Email action, it means that maybe the filters in your loop is to strict or never being met.

The Send Email is a pretty basic action, and based on what you are saying this issue lies outside this action all together.

-Michael

Hi Michael,

Yes, inside of the Show Message action I put "Credit Memo Saved. 1 Email Sent!", but the message never showed. Perhaps the issue is that I literally copied the actions from the Invoice's Save & Email button. Maybe I should have just started from stratch. Can you point me in the direction where I can find out how to send an email or can you share the basic actions necessary to send an email?

Nia

Nia-

The only action required to send an email is the Send Email action, in that action you could hard code all the values or pull them from action results.

If you want to test this out, create a button with just the Send Email action and fill out all the required fields in that action.

More step by step instructions on how to retrive and build all the content in the email crosses into paid consulting.

-Michael

Oh gosh! I was able to send it now. I was trying to make it more complicated than it was. 

Have a good day Michael!