Email Find Query Results

Owned by Michelle Cabaya
Last updated: Oct 12, 2023
2 min read

This page is for the Operations App. For the Classic Operations App please see Email Find Results (Classic Operations App).

The Email Find Results/Report tool allows you to send an email directly from the 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.

You must have the "Email Find Results" permission enabled (see Users) and have the Mail Manager configured for outbound email (see Troubleshooting Email Problems in the Operations App).

How to Email Find Query Results in Find

  1. In the left navigation, click Find Query.  

  2. Execute a find. (See Find.)

  3. Click on the Email Find Report icon above the results table. 

  4. Fill out the Email Find Results form. Multiple addresses can be used by separating them with a comma or semicolon.  Select a message format that has [EmailFindResultsNote] field. To create a new message format or update an existing one see Message Formats.

  5. Click the Send button.

Example Email

The following example uses a message format 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: