Email a report

I have a table "Main" that has all the customer information. I have many other tables with different information that is referenced by the CUST_ID column. 

I have another table named EOY_Report that has a dropdown of the customer as well as a Yes/No button for email a EOY Report. 

I have a DOCS template I want to use to show all the EOY stats. 

I would like to choose a site based on the dropdown and then click yes send report button and then on save,  email the report for just the site I selected in the dropdown. 

I have a slice what has all the info I want to send out but I am not sure what to do.

I am thinking make a bot for the yes button on the form but how do I send out the report for just the site I selected?

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1 REPLY 1

I also use a similar seperate table to generate reports.  What I do is have a DateTime column in there, then an Action button that writes Now() to that column.  The trigger for the bot is then [DateTime column]=Now()

Simon@1minManager.com

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