More Email Questions - Reference Objects

[[email protected]]

If I want to generate an email and want to include details from a header and a detail object within the email, is that doable?

For example, I have 2 objects:

Project
ProjectTask

On the change of the attribute ProjectTask.Status, I want to send an email with:

Project.Name
ProjectTasks.Status

When I do it with my current test, I get the value null for Project.Name within my test email. I am doing the sendemail from within a rule on the form. The rule looks like this:

If ProjectTask.Status WAS CHANGED Then
SystemSettings.EmailAddress=SystemSettings.EmailAddressITManager
SEND nEmailProjectStatusUpdate TO SystemSettings

[tford]

Rob,

You will need to shortcut the Project attribute info into ProjectTask. Then it will be available to send from ProjectTask.

Tom

[[email protected]]

That worked.

Thanks

[[email protected]]

Ok. I was able to get it to work with one exception. When the email goes out for a ProjectTask that is added, I don't get the data from those attributes that are reference attributes.

If I have an existing ProjectTask and I change it, the information in the reference attributes is present within the email.

This seems like a bit of a timing issue. Not sure how to get around it.

[tford]

Rob,

Sorry I don't understand your question / issue.

Reference attributes can not be show directly in an email, but shortcuts to them can be shown.

Tom

[[email protected]]

I meant shortcuts. The shortcuts do not show the data when I am creating the record. I have 2 objects. Project & ProjectTask. I have an existing Project. I then add a ProjectTask. The rule then sends the email because the ProjectTask.Status changed. In the email I reference shortcuts Project.ProjectName. The email doesn't show the value for Project.ProjectName, but it does show the value of the newly updated ProjectTask.Status.

If I go back into that same ProjectTask and edit the status, then the rule sends the email and the Project.ProjectName appears in the email as expected.

[aware_support]

Do you reference shortcuts using tags? If so, could you try using proper references rather than shortcuts (you don't really need shortcuts in tags) and check if it makes any difference?