Method Community

I would like the following mechanism to be in place for sales orders (ie. our customized Invioce screen):

- A "Submit Order" button that notifies head office when a sales rep finalizes an order. I alread have inserted an action to uncheck the "Wait For Sync Approval" checkbox, but I'd like this notification to be in place.

To make it easy, the email (for any order) is only going to one single address that can be hard-coded in for now. I would like to put some customized (merged?) information in the subject/body, though.

So, when i add the "Sen Email" action, the Action Properties window opens. In the subkject line, I'd like to say: "An order was submitted for " CustomerName.

Is this possible? How so? And if I figure out how to do this I can do it for other fields (like Sales Rep).

Thanks

To clarify, I already have the button with the uncheck of the "Wait For Sync Approval" action. I just need to add the email action with (hopefully) some customization.

Hi MikeB,

You can definitely use merge fields in an email template but what you're looking for can't be done. That's because Method has no action that exists which calls to open up the edit screen of another action. One option you have is to copy the NewActivity screen and edit the Choose Template drop down object. View the actions in the object and manually copy the relevant actions from there onto your screen then edit for your relevant information. Some of the key actions you would want to check out are the Retrieve Value From Table and Character Function actions. I highly recommend that when you're in the NewActivity copied screen, that you right click somewhere and choose Show Summary, then email yourself the summary of the screen. This will help you reverse engineer the screen to help get what you want as well as giving you a layout of all the objects and actions associated with them without having to go back into the screen to check them again.

- Ashur

Here's what I did:

• Created a button called "Submit Order". For existing "draft"or new orders, the "Wait For Sync approval" checkbox is checked. It can only be unchecked by using the"Submit Order" button.
• Anyway, upon clicking, the actions that occur are:
• Uncheck "Wait for Sync Approval"
• Save all sections
• Create an action result that is a Character Function "Join With Space" that joins the text "An order was submitted by" and the Company Name value from the screen.
• Send email, with the action result in the header, head office email as the recipient and the sales rep email (from the session) as a cc. No email body is required.

Ths seems to work fine. Are there any problems with this?

No this looks very good, and if it works as you want it to then by all means keep it. Great work! 

- Ashur