Hello!
I have 2 tables: Quarters and Invoices
Invoices has column [Quarter] ref to Quarter table, so Quarter has [Related Invoices].
My goal is that at the end of the quarter to email all the related invoices to my accounts department.
On table Invoices I have 2 actions:
Now the problem:
2. set on column [Accounts] - changes to โSentโ
Where am I stuck?
I was thinking to have an action on table Quarter that somehow will run the action on column [Accounts] in the Invoice table for the [Related Invoices] of that quarter.
Once all the related invoices will have the column [Accounts] changed to โSentโ, then run a workflow that will send ONLY ONE email with all the invoices for that quarter attached.
Question 1:
How can an action on one table run an action on another table?
Question 2:
How can I include multiple attachments in one workflow based on having a column with the same value?
(here I am thinking will be a problem of synchronization too as the changes wonโt be done in the exact same time - so probably a different solution needed)
Thank you!
@AlexM
Provided I have understood you correctly, you want to mark [Accounts] column to โSentโ when you have sent those [Related Invoices] to your accounts department. Do you want to send a list of those invoices as a table or do you want to send them all as PDF attachments?
For marking [Accounts] column as โSentโ for the [Related Invoices] you should run a Data Change Workflow Rule where you define your dataset first and then apply an action to this dataset. Basically you need to construct a SELECT expression first and then apply an action of โData: set the value of a columnโ, choose your [Accounts] column and set a value of โSentโ.
Hi!
Thanks for your reply!
So:
I invoice weekly and send the invoice to my client.
When the quarter has ended, I want to send an email to my accountant with all the invoices issued in that quarter.
I donโt want to send a list, I want to send the actual invoiced as pdf attachments.
( 3 months x 4 weeks = about 13 pdf attachments in one email )
If itโs possible, doing it by a single click
(Like an action on quarter)
@AlexM yes itโs possible.
Under workflow email set-up, you will notice Other Attachments property at the end of the screen. Click the pen icon to enter an expression and provided you have a [InvoiceFile] column where you record your pdf attachment filenames (i.e. Clients/invoices/ClientA_20190301.pdf), you can construct a SELECT expression to select all the related invoices as per criteria.
Will try that!
Thanks!!!
Youโre welcome @AlexM
User | Count |
---|---|
41 | |
36 | |
30 | |
23 | |
16 |