Posted: 10 Jan 2018 12:56 EST Last activity: 11 Jan 2018 14:09 EST
How to refer list rule on Correspondence
I've an requirement to send list of loans through email. I want to configure Corr rule. But, not sure how to loop page-list with corr rule to show list of loans.
I tried with HTML stream rule instead of Property-Set-Corr rule, created an activity SendEmail. The HTML stream rule s calling a section which has repeat grid source as a report rule to show list of loans. But it doesn't work when agent trigger the same activity (SendEmail) and generating empty mail.
I wanted to try with Property-Set-Corr rule but not sure how to refer list rule on Correspondence. Thanks!
***Edited by Moderator Marissa to update categories***