Шаблон использует "Набор данных" (справочник)-может заполняться пользователем самостоятельно или с помощью привлечения специалистов BAS, который определяет набор доступных полей.
Respected, Ivan Ivanovich.
We offer to get acquainted with the new receipt of goods for MONTH YEAR:
Or
Respected, Ivan Ivanovich.
Recall that with 01.03.2020 terminates the contract №АА1232. If necessary, extend the contract, please before 25.02.2020 notify us at address test@test.com.ua.
Formed document email;
Word document(s);
HTML page(s) opened in the browser.
The template uses the "Data Set" (reference) - it can be filled by the user on his own or by using BAS specialists, who determine the set of available fields.
Fig.1. Creating a template of emails with the ability to make fields in the text of the letter.
create a new template;
choose a dataset;
available fields should appear on the right.;
copy text from Word (or from another application) and paste it into the Text field (or load it from an HTML file);
drag the text onto the field to the right place from the list of available fields.
Fig.2. E-mails template, set of data "Counterparties" with the ability to specify fields in the text of the letter.
In the processing of the formation of letters:
specify the pattern;
form with the checkbox "Report Only";
see if everything gets (or something extra) in the list. If not, go to the settings and edit the selection.
Fig.4. Ability to view multiple documents using the "Number of Records" in the report settings.
remove the checkbox "Report Only";
set the Output Option;
for Email, you must specify the Recipient field (basically it will be a field with the type of the value Reference Reference. Counterparties (or more simply, an entry of the Counterparty directory)) (including the Lida reference can be used);
Fig.5. The formation of letters on the patterns. Specifying a withdrawal option and filling in the "Recipient" field.
open processing Mail;
go to the Drafts;
carefully look at your letters;
what you do not need to mark for deletion (it is better to immediately delete so that someone does not send by accident).
select the necessary entries (SHIFT + Up/Down Arrow, SHIFT + LKM, SHIFT + CTRL + END (Select everything to the end), similarly .... + HOME (... to the beginning));
on the list of letters Right-click for the context menu;