User Manual
User Manual
If you don't see the following email-sending features in the sheets, it may be related to your access rights. Please contact your SYSAdmin to check the access rights configuration.
To send a specific entry, navigate to the Form Page, click on Tools at the top, and select Email This Entry.
You can customize the email content. For related settings, please refer to this article.
If the record's Subtable has a filter applied, you can check the Apply current subtable filter option. When selected, the email content, attached Excel files, PDF files, and Mail Merge documents will only include data that matches the filter in the Subtable.
Once the email is sent, you can see the Email icon in the bottom-right corner. Click it to view the Email History and reply directly below.
If you want to hide the Email History, refer to this article for further instructions.
