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Hi, I have a contract form, I got requirement to send email
notification to different people when contract is approach/pass expiration
date. In this form, I have contract information plus ‘Sale Representative
Email’, ‘Regional VP Email”, ‘Finance group email’
and ‘Customer email’. The requirement is: 90 prior contract
expiration date, an email will send out to ‘Finance group’ and Sale
Representative. 60 prior to contract expiration, another email will send out to
Finance group, Sale Representative, plus Regional VP……..the email offset
day is 30, until 60 days pass contract expiration date, some email will go to our
customer plus the list above. In another word, every 30 day an email will go
out to different people with different message. Instead of create 6 different escalations, I want just use
one escalation. So I created a Contract Email Policy form with total of 6
records/policy. In this form I have a field called ‘Send Email To’ with
a data dictionary menu attached to it. The menu will pull all filed name from Contract
form. Since each email is sent to different set of people, the value for this filed
will be the combination of different person: $Sale Representative Email$; $Finance group
email$ or $Sale Representative Email$; $Finance group
email$; $Customer email$ When a contract is created, system should first pull 90 day
policy from Contract Email Policy form to Contract form. I was hoping the value
of ‘Send Email To’ filed will be resolved to something like: [EMAIL PROTECTED]; [EMAIL PROTECTED] ; but instead, I got literal string:
‘Sale Representative Email$; $Finance
group email$’ So my question is if it’s possible to achieve what I was
trying to do: get value resolved during a set field action. If not, what is the
best way to do it?? Thanks a lot, Hui-Qing
Bao Remedy
Administrator/Developer iDirect
Technologies 703-648-8104 |
- Data is not resolved during a Set Field action Bao, Hui-Qing
- Re: Data is not resolved during a Set Field actio... Carey Matthew Black
