I may want to add one more method, that is easier from the SQL standpoint.
You could create a text display only form field that is populated by an Active Link on the parent form. Then create a direct SQL to update the display only field using the for XML option if you are using SQL server. This can then be formatted as HTML depending on your reporting needs. The HTML/ XML can be build on the fly and can be provided directly In the email you create for the notifications. I have created a Health monitor using that technique that can be scheduled to run, it runs SQL queries using the for XML option and sends out formatted HTML results of the SQL query in use. Thanks, Sent from my iPhone > On Oct 9, 2013, at 8:07 AM, "Champagne, Susan" <[email protected]> > wrote: > > ** > Thanks Ray…much appreciated. > > Susan > > From: Action Request System discussion list(ARSList) > [mailto:[email protected]] On Behalf Of Ray Gellenbeck > Sent: October-04-13 12:34 AM > To: [email protected] > Subject: Re: Include fields from multiple Forms in filter Notification Message > > ** > Join form(s) or temp fields (take 2 steps...first step pull the values from > the other forms into temp fields, then use the temp fields in your other > action in the same filter). > > If you go join, remember the best practices regarding performance and depth > of joins. > > Ray Gellenbeck > Mgr, BSM > Sony Network Entertainment Int'l > San Diego, CA > > From: "Champagne, Susan" <[email protected]> > To: [email protected] > Sent: Thursday, October 3, 2013 11:59 AM > Subject: Re: Include fields from multiple Forms in filter Notification Message > > ** > Thanks Tauf; I will likely take this route, but…So, am I correct in assuming > that there is no way to include fields from multiple forms in one filter? > > Susan > From: Action Request System discussion list(ARSList) > [mailto:[email protected]] On Behalf Of Tauf Chowdhury > Sent: October-03-13 2:56 PM > To: [email protected] > Subject: Re: Include fields from multiple Forms in filter Notification Message > > ** > Susan, > You could create workflow so that when the task is set to closed, you pull > that data from the task work info form and append all the data you grab to > the Notes field with some sort of delimiter. Then you can include the notes > in your notification. If you don't want to use notes, you could create an > additional field to hold this data. > > Sent from my iPhone > > On Oct 3, 2013, at 11:49 AM, "Champagne, Susan" <[email protected]> > wrote: > ** > Hi folks, > I currently have a filter that sends a notification message to a task > submitter, alerting him/her when a task status changes to “Closed”. I have > been asked to add the Work Info fields, summary, notes, submitted by, and > submitted date, to the notification message. I’m not finding anything in the > guides that indicates how to pull fields into a filter notify action from > multiple forms. Since the primary form is TMS:Task, I seem to be limited to > using fields from this form only. > > Can anyone tell me if there is a way to include fields from another form? > > Tx > > Susan > > > > **************************************************************** > The information contained in this e-mail and document(s) attached are for the > exclusive use of the addressee and may contain confidential, privileged and > non-disclosable information. If the recipient of this e-mail is not the > addressee, such recipient is strictly prohibited from reading, photocopying, > distributing or otherwise using this e-mail or its content in any way. > _ARSlist: "Where the Answers Are" and have been for 20 years_ > _ARSlist: "Where the Answers Are" and have been for 20 years_ > > **************************************************************** > The information contained in this e-mail and document(s) attached are for the > exclusive use of the addressee and may contain confidential, privileged and > non-disclosable information. If the recipient of this e-mail is not the > addressee, such recipient is strictly prohibited from reading, photocopying, > distributing or otherwise using this e-mail or its content in any way. > _ARSlist: "Where the Answers Are" and have been for 20 years_ > > > _ARSlist: "Where the Answers Are" and have been for 20 years_ > > **************************************************************** > The information contained in this e-mail and document(s) attached are for the > exclusive use of the addressee and may contain confidential, privileged and > non-disclosable information. If the recipient of this e-mail is not the > addressee, such recipient is strictly prohibited from reading, photocopying, > distributing or otherwise using this e-mail or its content in any way. > _ARSlist: "Where the Answers Are" and have been for 20 years_ _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the Answers Are, and have been for 20 years"
