Thanks for the quick answer.
BrandeisConejo-20260608-030244239691187.fdf (7.2 MB)
This version is slightly newer. I was having issues with my settings form, which Iāve fixed.
The first mail type, GENERIC, is the simplest. just put the email address you want to send to, then pick reports to attach, and which groups are involved. You donāt need to do anything else except click Generate Emails button.
The other 2 types, LEADERS and BOARD, donāt require (or allow) you to put an email address. Just pick the reports and groups to process. The Send-to addresses are picked automatically from the database. in the case of LEADERS, it finds the Group Leader and Coordinator of each group selected, and uses them for the Send-To. Similarly, the BOARD emails look at the tables for Board Positions and Board Reports to get the Send-Tos.
Very Important: Please donāt send these as-is, or you will be sending live emails out to my members. Change as follows:
Go into Setup>Settings. There are 2 pertinent settings, TestEmails and TestPdfAttachments. Make sure TestEmails is set to true. If so, the emails will go to one particular email address instead of all the group leaders or board members.
There are 2 other settings, EmailFromAddress and EmailFromName. These control who the emails will actually go to if TestEmails is true.
You can leave the email info as me, but if you are testing it may be better to temporarily set them to yours. After any settings are changed, the application saves them as variables. You can always click the ShowFiveVariables action button at the very top. this will show all five variables, including all of the settings.
When the emails are done being sent, the staged PDF files are deleted from the table unless you want to inspect the table later. in that case, turn on the TestPdfAttachments setting and they wonāt be deleted. You can probably not do that, as Iāve already tested that feature.
The Reports and Groups selected will control which reports get printed and which emails get sent. For the LEADERS, Iāve successfully been able to select all groups, and have only tried 2 reports, GroupRoster and GroupSchedule. The first one is a split report, and the second one isnāt. Those reports/emails seemed to work.
What doesnāt work is the BOARD emails, where I selected EVERY report and EVERY group. The GroupRoster will be summarized by portfolio when it comes time to send out those emails, as per the Board Positions and Board Reports tables, which you can see by looking at Setup>Board>Board Positions. so the Group Roster, if selected will be sent to the group registrars and vpās that are associated with each portfolio.
BUT, remember to set that TestPdfAttachments setting to true so they donāt really get the emails, but I (or you) will.
Sorry, very verbose. Please reply with any questions.