Search results by user ID 5692

Re: Retrieveing a Grid

NeilRick — Tue, 05 Feb 2013 20:28:54 GMT

I just wanted to say thank you for the help. I will be testing out your tips to see if they work for me in my current setup.

-Neil

Retrieveing a Grid

NeilRick — Fri, 01 Feb 2013 19:12:36 GMT

Hello All!

Our company uses a grid on our estimates page in order to display all of the item numbers/ descriptions / Quantity and the like a customer is interested in. For each client our sales reps will use this unique grid that saves what the customer is purchasing and all of its details.

I am attempting to set up an item survey tool on another page and need to somehow retrieve the grid info as a whole for each clients order. I would be trying to set this up as an action that happens once a customer’s Estimate has been emailed out.

So in other words I need each customers unique grid info to somehow be retrieved and stored in another table for another screen. I need to do this in such a way that per a reference (record id or some other identifier) I can have all the data from the grid populate in an email that will be triggered per a button with a date difference conditional statement.

To further breakdown-

1. Somehow store each unique grid record into another table as estimates are being emailed out.

2. Be able to call to each record from the new table so that when a button is pressed and a conditional statement is met the correct items are mailed to the correct client so that they can be asked to fill out a survey for the item grid I am trying to get into the email.

Any ideas or tips are greatly appreciated!

Re: HTML Link in "Send Email" Message

NeilRick — Tue, 22 Jan 2013 13:34:36 GMT

Thank you so much for all the work on this! Everything is displaying fine now and the link is usable in Outllook/Yahoo/Gmail.

-Neil

Re: HTML Link in "Send Email" Message

NeilRick — Mon, 14 Jan 2013 21:49:32 GMT

I have now tried using the <br/> tag ahead of my link. I get the desired results when I have a simple Join and just put the AR it produces as my message.

However were the malfunction tends to crop up is if I make multiple joins and have them produce ARs that I then join again and form another AR. I could be stringing to much together. I have tried arranging tags many different ways to get this format to work with no luck. Did you have any success when joining multiple AR's that were the product of the Join Character function?

Thank you again

-Neil

Re: HTML Link in "Send Email" Message

NeilRick — Fri, 11 Jan 2013 17:31:52 GMT

Thank you so much for the help once again. I am still having trouble atm. Let me break down exactly what im doing in my actions.

I have my Action Results made as such.

Contact_AR -holds clients name

Message1_AR-holds first part of my message

Message2-AR-holds the code for the link to my survey (<a href="http://www.parknpool.com/client_survey_1005.php">Click Here for Survey</a>)

AE_AR-holds the Account Manager for the client

My Joins are as follows:

Contact_AR Joins Message1_AR= Join1_AR

Type in <html> Joins Message2_AR= Join2_AR

Join1_AR Joins Join2_AR= Join3_AR

Type in </html> Joins AE_AR=Join4_AR

Join3_AR Joins Joins Join4_AR=Join5_AR

For my send email action I am using an AR for the body and it is Join5_AR.

I am still getting the same results. Outlook has the link working but I can see all of my tags and code around the link. Yahoo does not display the link as a link (Just has Click Here for Survey as text). Perhaps I misunderstood your fix or I am doing somthing else wrong?

Thank you once again for your time and help!

Neil

Re: HTML Link in "Send Email" Message

NeilRick — Wed, 09 Jan 2013 20:44:55 GMT

Thank you for the help Adam. Did you ever conclude if the Character function "JOINS with" is throwing the code or not?

Neil

Re: HTML Link in "Send Email" Message

NeilRick — Fri, 04 Jan 2013 20:54:23 GMT

Currently my main message consists of different Action Results which are strung together with the join action. I tried the new screen and by just typing the URL into the "Send Email Action" body the link worked. So I then tried placing the link in an AR and it again worked. I have checked my code and it is all in place. The only difference is that the Action Results are strung together with the Character Function "Join with two line breaks". Should this matter? Thank you again for all of your suggestions!

Re: HTML Link in "Send Email" Message

NeilRick — Fri, 04 Jan 2013 17:44:49 GMT

Thank you for the reply Adam and after trying this I unfortunately have the same result.

HTML Link in "Send Email" Message

NeilRick — Fri, 04 Jan 2013 17:04:58 GMT

I have a link to our company's survey page being sent out to clients using a Type In AR for my message field in a "Send Email" action:

<a href="www.parknpool.com/client_survey_1005.php">Click Here for Survey</a><br>

When I tested this in Outlook it worked fine but on my Yahoo and Gmail accounts I can mouse over the link which is colored as a link and changes color when moused over. However you can not click the link and go to the survey.

I have tried adjusting internet settings and all the different internet browsers. I looked for somthing in the security settings of Gmail and Yahoo and came up with nothing.

Any ideas on whats going wrong?

Re: Attachments

NeilRick — Tue, 11 Dec 2012 16:36:48 GMT

That sounds like a great idea. A couple of quesitons though. How do you create a new report? How do I go about inserting a jpeg to the report after I create it?

Thank you for your help!