Field reference
Email Digest
How to use Email Digest in Platform Settings: access, working steps, fields, related records and troubleshooting.
Purpose and access
Review platform defaults and dependencies within the administrator’s authority. Record the reason and tested impact of changes. Authentication, session settings and security-sensitive configuration need a controlled change process.
This page is a record page in System Admin → Platform Settings. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: For Company, How frequently?, Recipients.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Email Digest from System Admin → Platform Settings, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Enabledenabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
For Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
How frequently?frequency | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Next email will be sent on:next_send | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Recipientsrecipients | Table MultiSelect Required | Note: Email will not be sent to disabled users Linked record: Email Digest Recipient |
New Incomeincome | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
New Expensesexpenses_booked | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Annual Incomeincome_year_to_date | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Annual Expensesexpense_year_to_date | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Bank Balancebank_balance | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Bank Credit Balancecredit_balance | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Receivablesinvoiced_amount | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Payablespayables | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Sales Orders to Billsales_orders_to_bill | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Purchase Orders to Billpurchase_orders_to_bill | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
New Sales Orderssales_order | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
New Purchase Orderspurchase_order | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Sales Orders to Deliversales_orders_to_deliver | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Purchase Orders to Receivepurchase_orders_to_receive | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
New Sales Invoicesales_invoice | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
New Purchase Invoicepurchase_invoice | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
New Quotationsnew_quotations | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Open Quotationspending_quotations | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Open Issuesissue | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Open Projectsproject | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Purchase Orders Items Overduepurchase_orders_items_overdue | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Upcoming Calendar Eventscalendar_events | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Open To Dotodo_list | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Open Notificationsnotifications | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Add Quoteadd_quote | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Child tables
Recipients — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Recipientrecipient | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.