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How to automatically email a GI (Generic Inquiry) to a user (within the company) on a regular basis ? ( daily or weekly)
Best answer by jzhu
Hi, you could try creating a business event that triggers by schedule to send an email to the employee and include the link of the generic inquiry in the email.
- Create a business event and use the generic inquiry as your source screen. Event Type should be ‘Trigger by Schedule’
- In the Subscriber tab, Create an Email Notification Subscriber. Fill in your ‘From’ and ‘To,’ insert a link of the generic inquiry in your message
- In the Schedules Tab, hit ‘Create Schedule,’ and here is where you can set the event to send either daily or weekly
Hope this helps!
Hi
As far as I know GI results cannot be emailed the same way that reports can. A quick search revealed that a business event can be configured to email an excel export of a GI. Let me know if this works.
1 person likes this
Hi, you could try creating a business event that triggers by schedule to send an email to the employee and include the link of the generic inquiry in the email.
- Create a business event and use the generic inquiry as your source screen. Event Type should be ‘Trigger by Schedule’
- In the Subscriber tab, Create an Email Notification Subscriber. Fill in your ‘From’ and ‘To,’ insert a link of the generic inquiry in your message
- In the Schedules Tab, hit ‘Create Schedule,’ and here is where you can set the event to send either daily or weekly
Hope this helps!
1 person likes this
+3Hi
In addition to
In the Business Event configuration, set Raise Event to Once for Group of Records. Then, in the body of the Email Template you can add the fields of your GI between the <foreach> tags.
A simple version may look like this:
<foreach>
Date: ((SOOrder.OrderDate)) Product: ((SOLine.InventoryID_Description)) Qty: ((SOLine.OrderQty))
</foreach>
It can be a little tricky, but once you get it firing properly there are some html techniques to improve the formatting. See the post below if you want to dive into that space:
Good luck!
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