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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?

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

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

Hey,

Try this:

-- Mortaza

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.

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.