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Workflow and field between to modules
#1
Hi All
i use coreBOS 8.0  (32c52415420230331)

I've a problem with an automaitc email using cbTraining and Contacts module

I would like to send a mail with a customizable url to prefill some pool fields
somethink like https://mypool.paperform.co?FIELDCOURSE=$training_no&FIELDSTUDENT=$Contats_no
honestly i don't use $training_no but a custom field called Training_name
Paperform syntax is correct, the problem is how to merge this 2 fields in a corebos workflow e-mail.

I can't do a general workflow  for contacts module, mass edit scheduled, with a task with email, using a sintax like
https://mypool.paperform.co?FIELDSTUDENT=$Contats_no&FIELDCOURSE=$(general : (__VtigerMeta__) relatedlist_cbTraining_text_training_no)
and an other workflow for training to recall on related contact the previous workflow
because logically 1 student is able to attend more courses

so if i try to make directly a Training workflow with an email task i've 2 problems
1) i don't know how to set the Task Operation Recipient email if i set $(general : (__VtigerMeta__) relatedlist_Contacts_text_email)
doesn't send emails.

2) to try other i set in task operation recipient my personal mail (mymail@gmail.com to try  at least the customizable link in the email body
i tried this kind of url
https://mypool.paperform.co?FIELDSTUDENT=$(general : (__VtigerMeta__) relatedlist_Contacts_text_contact_no )&FIELDCOURSE=$cf_1292"
explain $cf_1292 is a cbTraining custom field
results
FIELDCOURSE works  Contacts_no returns strange value

so i tried with https://mypool.paperform.co?FIELDSTUDENT=$(general : (__VtigerMeta__) relatedlist_Contacts_text_firstname )&FIELDCOURSE=$cf_1292" to try to understand, and report also the Label  "Firstname" Lorenzo with special caracter %0D  (carriage return)

is there a way to solve this?
regards
Lorenzo
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Workflow and field between to modules - LorenzoGreco - 11-16-2023, 07:43 PM

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