Guide - Different email body for Item / Service type

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Scenario: Is it possible to have different email content for Item Type and Service type documents?

Yes, this can be handled using a "Conditional report action".

  1. Create a conditional report action:

    That based on the DocType either sends an email with a service layout or an email with a item layout.

  2. Replace the default action on the report configuration with the conditional action:


  3. That is all the setup required.

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