Send a Layout via E-mail

Description

The Send a Layout via Email action allows you to print, preview, email, or save a layout in a variety of formats.

 Procedure

  1. On the Settings tab make a selection from the Select Layout Type list. The options are:

    • Report
    • Label
    • Letter
    • Form
    • Browse
  2. Optionally, if the action is running from a button on a layout, check Only show Layouts for current Table/Set to filter the contents of the Layout Name list.

  3. Optionally, check Display 'Print/Preview' prompt at runtime? check box if you would like the user to be able to choose between previewing and printing the layout. This option displays the Print Method dialog box.

  4. Select a layout from the Layout Name list.

  5. If you select "<Prompt at Runtime>" from the Layout Name list, make a selection from the "When prompting, show layouts from" list. The options are:

    • Another Table/Set
    • Current Table/Set
  6. If you selected "Another Table/Set", select a table or set from the Select Table/Set Name list.

  7. Click the Options tab.

  8. To email a layout, the E-mail as an attachment option should be selected. This option will already be selected if the Action Script chosen from the "Select Action" window was Send a Layout via E-mail. If "E-mail as an attachment" is not selected, select it from the list of options.

    The Send a Layout via E-mail action can be changed to Archive a Layout, Save a Layout to a File, Preview a Layout, or Print a Layout by changing the selected option in the Print Method dropdown box.

 Configuring Email Options

  1. Make a selection from the File Format list. The options are:

    Format
    Description
    Adobe Acrobat PDF File

    Can be displayed with Adobe Acrobat Reader.

    Dynamic HTML File

    Can be displayed with a browser.

    Rich Text Format File

    Can be displayed with Microsoft Word or Microsoft Wordpad.

    Plain Text File

    Can be displayed with Microsoft Notepad and many other text editors.

  2. Optionally select Override default options for Email attachments and click Options to display the Print Options Dialog.

  3. Optionally, enter a text string or an expression in the Subject, CC, Bcc, and Message fields. Use the x-y button to open the Expression Builder if you want to use build content containing field values.

  4. Optionally, click the Edit button to enter a longer text message.

  5. Select the email program to use in the Email client list.

  6. Select your email client from the Email client list.

 Finishing Script Configuration

  1. Click Next >.

  2. Optionally, define record selection criteria.

  3. Click Next >.

  4. Optionally modify the comment that describes the action.

  5. Click Finish.

See Also