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Questions Change the default email address a report will send to
I have been banging my head against a wall for some time trying to figure out how to change the default email address a report will be sent to when hitting the send button. It is a custom report (before my time). I checked the customization package code, the report itself and can't seem to find it anywhere. I ran a trace on the report and manually ran the query, and the email address that is defaulting is not even part of the query??
Any ideas what I am missing?
There is two locations. One in the report, to see mail setting make sure you are looking at the complete form.
Then on the right go to mail setting.
If you look at the image above the "TO", you will see the second possible source. Template ID.
If Template Id is used then the email is being generated using Notification Templates.
so if there is something beside template id. That is the Notification Template being used.
Within the Template, you can change content, like in the report email, as well as TO, From.
Templates are also used if you want to control the outgoing email account, varying from the default
I hope this helps
Thank you so much for the thorough response!
You're Welcome. I was going to mention just in case you were not aware. There is a menu item Notification Templates.
Also if the response above did not help maybe include an image of the program in report designer.
I find it kind of funny that Acumatica hasn't moved the email out of the Report, and referenced Template Id and then used the template.
Simplifies the users ability to customize the email content without touching the report.
Have a great day.
That resolved my issue, thanks again. I agree that referencing the email in the report is an odd choice. It is counter-intuitive, not to mention restricting.