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Is there any way to print the staff name of all the appointments from a service order to a an Email Template ?

  • 5 September 2024
  • 1 reply
  • 15 views

Hi, Looking for help with a client request to print the staff name from all the appointments on an Email Template. I am able to print the staff from the first appointment using the field “ ((ServiceOrderAppointments.PrimaryDriver.AcctName))” but I need to print  all the staff from all the appointments of the that Service Order. Please advise if any one has worked on something similar. 

For example SO# XXX has  appointments/Staff on the appointments  - 

A01 - Jhon, Tina 

A02 - Jhon, Jeff

 A03 - Chris

 

So I want print Jhon, Tina, Chris

 

Best answer by vdiaz

Hi!

You added the field PrimaryDriver, so the email will get the name of the staff member on the Staff tab od the appointment that has the Primary Driver check box selected, and only one staff member can be selected as primary driver.

Try using ((AppointmentRecords.WildCard_AssignedEmployeesList)) instead. You can use the out-of-the box email template for “NotifyStaff” as an inspiration.

Let me know if that helps.  

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vdiaz
Acumatica Moderator
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  • Acumatica Moderator
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  • October 28, 2024

Hi!

You added the field PrimaryDriver, so the email will get the name of the staff member on the Staff tab od the appointment that has the Primary Driver check box selected, and only one staff member can be selected as primary driver.

Try using ((AppointmentRecords.WildCard_AssignedEmployeesList)) instead. You can use the out-of-the box email template for “NotifyStaff” as an inspiration.

Let me know if that helps.  


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