Email Mail Merge using Primary entity & associated entities from subgrid RRS feed

  • Question

  • 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?


    Wednesday, November 19, 2014 9:43 AM