Hello
The "Forms Workflows" permits to send an automated email, "on add" or "on edit" of a record. In the email settings, it is possible to send the record, as html formatted data, according to "custom print templates".
However, in the "Functions" configuration for email noticfications, the checkbox "include user submitted data", which allows me to choose the record "template", isn't available. I can only add "fields", to the body of the email.
Please see the 2 attached screenshots.
I'm trying to achieve this processus :
- There is 1 form & 2reports, filtered by a "radio" feld named "status" (Open & Archives)
- I want to add records to the forms freely, with status by defaut in "Open" (so no "On add workflows)
- Having a button for each records in "Open-report" view, which trigger the "mail notification", with the record data attached as per "template", and edit the "status" field to "Archive".
Thanks for your help !