Saturday, July 6, 2019

Get the Email Address Entered in the To Be Emailed Field on Transaction Records

Steps to source the Email address indicated next to the To Be Emailed checkbox on transaction forms.

Create a custom transaction body field:
1. Customization > Lists, Records. & Fields > Transaction Body Fields > New
2. Name the custom field. 
3. Store Value = F. 
4. Under Applies To tab mark the record type where the custom field displays. 
5. Under Display tab, Subtab = Main. 
6.Under Validation & Defaulting, mark the Formula checkbox then Default Value= {email}. 
7. Save.

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