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How to send a list of service orders in one email notification triggered by a business event

  • Jan 10, 2023 1:07 AM UTC
  • 4 replies
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I have a GI with a list of service orders and want to email that list of service orders in one email notification, triggered by a business event.  If I add the ((FSServiceOrder_refNbr)) it returns just one of several.

 

Is there a way to get it to list, just like in a report designer?

 

-David

Best answer by dgross54

Thanks guys, I solved the issue by creating a very basic report and embedding it into the email.

 

-David

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4 replies

brendan91
Semi-Pro III
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  • Semi-Pro III
  • Jan 10, 2023 4:41 AM UTC

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.

 

 

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Manikanta Dhulipudi
Captain II
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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

 

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  • Author
  • Jr Varsity III
  • Answer
  • Jan 11, 2023 1:16 AM UTC

Thanks guys, I solved the issue by creating a very basic report and embedding it into the email.

 

-David

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Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • Jan 11, 2023 4:28 AM UTC

Thank you for sharing your solution with the community @dgross54 !

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