Sending form-specific emails

To quickly send an email that includes specific information from the form you are currently viewing:

  1. Select an object on the form and click the envelope icon on the toolbar, or select Actions > Email for Current. The Send email for the current object form is displayed, linked to the current form.
  2. Specify a template, if appropriate, which fills in the email fields (To/From, Subject, Body, etc.) with values from the template. Substitution of variables is performed before the content is displayed. Any attached documents specified in the template are attached to the email. To create a new template, click Manage Templates.
  3. If your text contains HTML formatting, select Body is in HTML Format.
  4. Optionally, specify notes about the email in the Notes field. These notes are not included in the mailed message, but you can see the note with the message later if you click View Sent Emails.
  5. In the Attached Documents grid, there might be a list of documents that are included with the template that you selected. You can perform these actions in the grid:
    • Click View to view a selected document.
    • Click Exclude to exclude the documents that you do not want to send as attachments with this email.
    • Click Attach Documents to open the Attached Documents form, where you can specify a new document to attach to this email.
  6. Click Send Email. The information is validated, saved in the database, and then sent using the application event system.

    To cancel the email without sending it, click Close.

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