Email Mail Merge using Primary entity & associated entities from subgrid

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  I have a custom entity called LoadOrder, I also have another Entity Called TransportItem.

  I have a 1:N relationship for LoadOrder:TransportItem as a load can have many items, but an item can only be assigned to 1 load.

  In the LoadOrder form I have a subgrid displaying related TransportItems, these have been added using the 'Add New Transport Item' button.

  I want to select all the TransportItems from the subgrid on a particular LoadOrder form and email all our Hauliers requesting a price for haulage of all the TransportItems that make up the LoadOrder.

  So far, I've only been able to trigger a mail merge email for each individual TransportItem within the LoadOrder but what I actually want is something like below;

  "Please give a price for haulage of the below;
  
  <LoadOrder data>
  
  <TransportItem 1>
  
  <TransportItem 2>
  
  <TransportItem 3> etc "

  
  

  Can anyone advise how to do this?

  Thanks

  Wednesday, November 19, 2014 9:43 AM