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@deb761 , Maria and i have been talking and she has been implementing some email templates for Laura.
One of them involves emailing based on dog vaccination dates, which isn't available via contact. It also logically makes sense to email from dog since list view is where laura would see who needs shots.
So, question is, can we add an "email list" to Dog (or any custom obect for that matter) like is present in Contact and Lead?
The idea would be we could then use related humans to pick the right email as long as related humans had owner set.. or we could add a formula field that is set based on related human owner to make sure there is an email address we have access to.
Debbie, Maria tried doing this w/o code and has hit a dead end. I think it requires a custom list view like you did for files, but i am not sure. Can you help her see what is involved? If it is quick, let's include w/ this release, if not, let's do w 1.7.
She knows it will involve writing code and checking it in so we can do a PR.
thanks!
Jen
The text was updated successfully, but these errors were encountered:
I've been reading about another possible solution today, but haven't had enough time to delve into it. Tomorrow I'll try to see if I can do something with it.
I'll look into it. At a minimum, we will need a backend controller endpoint to kick it off, and a LWC to initiate it. Might need more to get the filtered list of dogs.
@deb761 , Maria and i have been talking and she has been implementing some email templates for Laura.
One of them involves emailing based on dog vaccination dates, which isn't available via contact. It also logically makes sense to email from dog since list view is where laura would see who needs shots.
So, question is, can we add an "email list" to Dog (or any custom obect for that matter) like is present in Contact and Lead?
The idea would be we could then use related humans to pick the right email as long as related humans had owner set.. or we could add a formula field that is set based on related human owner to make sure there is an email address we have access to.
Debbie, Maria tried doing this w/o code and has hit a dead end. I think it requires a custom list view like you did for files, but i am not sure. Can you help her see what is involved? If it is quick, let's include w/ this release, if not, let's do w 1.7.
She knows it will involve writing code and checking it in so we can do a PR.
thanks!
Jen
The text was updated successfully, but these errors were encountered: