How to add user email when emailing invoice In Report Designer

Which user are you looking to cc? the user that create the invoice?

Hi Yhartman,

I am looking to have add the person who is logged in on the UI, not the person who created. Example warehouse would be the one creating invoice during the shipping process. I would want my Sales team to be able to email invoice to customer and CC or BCC back to the Sale person who click on the Action “Email Invoice”. 

I have tried using =Report.GetDefUI('RowAccessInfo.UserName'), which does return the login name which is the email address of the user base on testing it on a text box in the Report Designer, however it seems the system does not recognized the output. I had hardcode email address in Report Designer and it work fine, but that would mean only that one particular email address will get all the email, regardless of who is actually logged in and email the invoice out. 

Thank you.

Hi Calvin,

I was able to do it in the following way.  You should test it to make sure its works as expected. 

Under Tables > Add the users table

Under Relationships > Cross Join ARInvoice to Users 

Under Parameters > Add UserID the AccessInfo

Under Filters > Filter to only show the current user

Finally populate the CC field. 

I would love to hear what others think about method as this is sort of a hack.

Hi Yhartman,

Thank you for your instructions. Unfortunately it did not work on my report. Below would be my screen shots of the steps I followed. Please let me know if there is an error in between the steps.

When I try to generate just the report to see, it gave me an error and not able to generate a info. 

Thank you,

Calvin 

Thank you Yhartman!

It work perfectly! This is great ;) Thank you for your prompt assistance. 

Calvin