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Adding fields from another module in My Assistant

Posted By Siri H. over 5 years ago

The query "Contracts not billed in X days" runs regularly and works great, but I would like to add in a few fields from JC (in our world, the CN contract number = the JC job number). How can I do this? When I pull the fields in, they display but all are blank. Something is not working right.

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0 Jesse Gordon over 5 years ago

Hi Siri,

Is this query a report that is emailed to you periodically, or is it from some other function?
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0 Jesse Gordon over 5 years ago

Hi Siri,

Is this query a report that is emailed to you periodically, or is it from some other function?
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0 Siri H. over 5 years ago in reply to Jesse Gordon

It is the email form on the My Assistant task (pre-existing, was called "Contracts that have not been billed in specified days" and I modified it with date specific to 90 days). It auto-generates an email with a table of information in it. I can select various fields but don't know how to properly tie them so that they actually populate.
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0 Jesse Gordon over 5 years ago in reply to Siri H.

It can depend on the specific fields and tables you are trying to add - what fields are you adding to the report?
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Adding fields from another module in My Assistant

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