I find emails are a bit limited in functionality. I ran into this issue trying to break out sales order details on an order confirmation email. In addition to this breaking out line details, creating formulas in an email would be helpful as well!
You might need to create your service order list as a report and attach the report to the email through the notification screen. Maybe someday emails will get revamped.
Hi @dgross54
You can modify the below report “ Service Order Summary” as per your requirement and schedule a business events to send reports daily,
Please look below suggestions similar for your help.
Thanks
Thanks guys, I solved the issue by creating a very basic report and embedding it into the email.
-David
Thank you for sharing your solution with the community @dgross54 !