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The Email Find Results/Report tool allows you to send an email directly from the X Dispatch Find tool to a recipient with the results attached as a CSV or a PDF without first having to export the file to your local workstation. A PDF will be attached instead of a CSV file if a custom report is associated with the Find. See Custom Report Formats.
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How to Email Find Results in Find
- In the X Dispatch toolbar, click Find.
- Execute a find. See Find (Classic Operations App).
Click on the Email Find Results in the top right. You may need to expand the Find window to see this option.
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Fill out the Email Find Results form. Multiple addresses can be used by separating them with a semicolon.
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Tip title Quick Tip Select a message format that has [EmailFindResultsNote] field. To create a new message format or update an existing one see Message Formats (Classic Operations App).
- Click the Send button.
How to Email Find Results in Find (BETA)
- In the X Dispatch toolbar, click Find (BETA).
- Execute a find. See Find (BETA).
Click on the Email Find Report icon above the results table.
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Fill out the Email Find Results form. Multiple addresses can be used by separating them with a comma or semicolon.
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Tip title Quick Tip Select a message format that has [EmailFindResultsNote] field. To create a new message format or update an existing one see Message Formats (Classic Operations App).
Click the Send button.
Example Email
The following example uses a message format I created that has the [EmailFindResultsNote] field and the message "Please review the orders from 2020 for our upcoming meeting" entered in the Email Find Results Note field.
Message format using the [EmailFindResultsNote] field:
Completed Email Find Results form used to produce the email above:
