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Sending an email without attachment

Posted on by 60
I have created a report extension for a sales shipment. I would like to send emails to my customers using fields from the sales shipment report (like tracking, etc.) to indicate a shipment has been made. I don't want to have a PDF attachment on these emails. Is this possible? 
  • AllieKGB Profile Picture
    AllieKGB 60 on at
    Sending an email without attachment
    Zhu, You are such a great contributor - thank you!
     
  • KasparsSemjonovs Profile Picture
    KasparsSemjonovs 3,924 Super User 2024 Season 2 on at
    Sending an email without attachment
    As Zhu suggested, the Custom Document Layouts are the key to achieve this. Create a Custom Report Layout for Your report in the word template, and then use this layout for e-mail body.
  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 73,339 Super User 2024 Season 2 on at
    Sending an email without attachment
    Hi, in other words, you only want the content in the Report, but don't want to send it as an attachment?
    As far as I know this can't be done, you can't extract the values in the report. But if your report is in Word format, you can try the following method.
     
    Hope this helps.
    Thanks.
    ZHU

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