When generating 206 - Sales Invoice in navision, I've created additional checkable fields that you can check to apply additional text to the report.
This works great and as intended, when saving a report locally to the PC or just previewing the report.
However when using the Send Document (or Send) menu action to either save to the PC or send via email a PDF document (which is the option I need), there is no option to check any checkboxes and it doesn't seem to respect last filter settings that are checked in the print or preview menu.
How can I make the invoices sent as PDF to have the additional texts for options that are checked when using the Send Menu to send an email ? When selecting a large number of invoices and using it to send via email we use the options of PDF attachment to email, Yes (Default Sending Profile) and confirming those settings for the first selected customer and using it for everyone after.
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I am modifying an existing SharePoint 2013 site that has an existing web form with various textboxes that the user can fill in. When this data is saved it generates an email with the info the user has entered. I added in another column and textbox for the user to fill in. Although it displays within SharePoint(After it saves), the new column & data does not display in the generated email. Any ideas what may be wrong?
If the notification email is generated by workflow on the list, you would need to modify the workflow mail activity to include the new field.
Use SharePoint designer to check workflows for that specific list.
don't know if this is the right place to ask for this:
I'm currently working on a in-house control system in Google Sheets. Everytime a sales rep enters a work order, this work order with info filled in the form needs to be send to the designer team via email.
The form contains a field for the designer's ID (The form is here).
I've got two problems, first the designer's emails are in a different sheet and the email must be send to the designated designer each time a response is submitted.
This is the spreadsheet I am working on this link.
The email must contain all the fields in the form.
Thank in advance.
I am using the Office365 Rest API's to integrate with our application.
Our application generates emails via templates, and then we need to open it as a draft in outlook so the user can make any adjustments before sending it.
The creation of emails is working just fine, and we get the #odata response.
In this response we are taking the weblink section and using this to open the draft email.
If we just use the section as is, the draft email is displayed in a new window, but there is no option there to send it, just to continue editing or discard. So the user has to select continue editing to be able to send it. This would be more useful of you could Is there an option to go straight to the editor? There is a viewmode parameter, but I couldn't find any information on it and trying anything other than viewmodel=ReadMessageItem just gave me a blank screen.
What we really want to be able to do is open the draft in the full outlook editor. From the documentation, this appears to be possible by adding ispopout=0 to the weblink (as mentioned in the resource reference for message). When we do this, the link does open the main outlook window, but it doesn't open the draft in the message pane, just displays the inbox. Is there something I'm missing here?
WebLink property provides you a URL for Outlook Web App window to read a mail the user has received, or a draft as if it was saved by the user. So, the user does have to click on "Edit" to make any changes or send the message. For your scenario, taking the user directly to the draft in "Edit" mode makes sense to avoid the extra click. We will add this feature to our backlog.
"ispopout=0" isn't yet supported and I don't have a timeline to share right now. This is intended for the user to land in Outlook Web App with the message displayed in Preview pane. More importantly, we require the URL returned in WebLink to be used as is, as it can change. So, if an app makes changes to the URL before using it, it could break in the future if the URL structure changes.
I am very new to filemaker pro. Is there a way where I can get a conformation email after the user submits an entry using filemaker pro?
So for example, when the user clicks "Submit", it will automatically send me a confirmation email that says someone has submitted a form.
Yes, use the [Send Mail] script step. You can specify an SMTP server to use (which allows you to specify an account to use), or else use the locally connected user's email client (in which case the email will show as coming from the user)
Years ago we used the send mail step to send an alert to ourselves as outlined above. Over the years we moved away from this to a method we found more effective.
If your volume is consistent consider using FileMaker to report to you rather than emailing yourself. There is less to go wrong and you probably have to be in FileMaker to use the data.
Create a flag field set to "open" in the table that you check off when you've done what ever you will do with the information. Then create a calc field that shows how many open items you have.
For example we have an online store that uses FileMaker as a backend. The user screens have a field that appears as a little red ball with a number of open orders in it if there are unprocessed orders. If all the orders are processes the ball is green.
I am using a salesforce workflow to send out product information and invoices to clients but I am running into problems thinking of how to verify if a client receives the email and or opens it. Is there any way to prove that a client received my inventory list or invoice? Doing some prior research on this subject I have come across the following suggestions:
Adding a 1x1 invisible image to the email with a unique id
Adding a regular image instead of a 1x1, maybe company logo
Having the recipient click a link to see the invoice
With all these solutions, you have to detect image requests or link request for them and extract/produce a unique id for each client. I am not really sure how to do this in salesforce so any help would be appreciated, along with other detection ideas.
If you have Salesforce Content, there are some ways to expose documents to clients with the features you need. Basically you'll send an email with link and later you can track confirmation of opening, count how many times was it downloaded.. You can also set the expiration date to the document (can't be downloaded anymore after the date).
As for "pure" email from Apex/Visualforce and basically manually recreating the Content's functionality... nowadays most mail clients block external pictures unless explicitly allowed by the mail recipient, so I suspect you'll have poor track of emails marked as opened. Probably you could create a small Visualforce page (no header, no styles, just controller that makes update "invoice viewed" in the database). Display image from Documents on this page (make sure it's "externally available image") or even just display 1 pixel encoded in base64...