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?
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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