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Attachments

Last post 11-30-2012 12:33 PM by Method_Adam. 2 replies.
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  • 11-30-2012 9:08 AM

    Attachments

    Could anyone help me and let me know exactly how to use the attachment field in the "Send Email" action? Thank you.

  • 11-30-2012 11:06 AM In reply to

    Re: Attachments

    Answer

    Greetings,

    If you have field services, or Schedual and invoices, there is a button called "email workorder" and you could study how this works. 

    Method creates a report called Generate Report, then saves that as a action result. in my case its a PDF work order.

    below that is the  Send Email>Attachment, that generate reprot action result is there.   From there a email goes to the employee and a attachement in that email is the PDF work order.

    Hope this helps

    John M

  • 11-30-2012 12:33 PM In reply to

    Re: Attachments

    Neil,

    John's post above would be the way to do it.  

    John - Thanks for the quick post.  :)

    - Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
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