hi, i have created an action button at the end of my order cycle to send an sms(external) to the customer.
how do i pre-populate this message with certain info. like invoice no. date etc…which are my column headers…i want this to pick the data from that particular row from which i am clicking on the action button.
Can anyone help me in this regard.
Solved! Go to Solution.
You can do that like…
AND(
IN(USEREMAIL(),LIST(“email1@gmail.com”,“email2@gmail.com”)),
[status]=“dispatched”
)
You can read the data from that record just with the [ColumnName] in “Message” option. If you need more than just a column’s value, you can combine them like "Hi, this is the invoice date "&[InvoiceCreated]
hi,
also i am not getting multiple columns value in the message when i put info like below,
“Hi, your Order for” &[Party] “has been dispatched vide Bill No.” &[Bill No.] “Truck no” &[Truck No.] “driver phone no” &[Driver Phone]
i am able to see the variable of only the last info. that is [drive phone], none of the other variables are automatically inserted.
can i limit an action to appear only to certain users
Your expression is missing some &
characters. There should be an &
between every quoted value and column reference. So this:
“Hi, your Order for” &[Party] “has been dispatched vide Bill No.” &[Bill No.] “Truck no” &[Truck No.] “driver phone no” &[Driver Phone]
should be this:
“Hi, your Order for” &[Party] &“has been dispatched vide Bill No.” &[Bill No.] &“Truck no” &[Truck No.] &“driver phone no” &[Driver Phone]
You could instead use CONCATENATE() to get the same result:
CONCATENATE(
“Hi, your Order for”,
[Party],
“has been dispatched vide Bill No.”,
[Bill No.],
“Truck no”,
[Truck No.],
“driver phone no”,
[Driver Phone]
)
also can you help me how i can make this action button visible to only a select few user (s)
You can use something like IN(USEREMAIL(),LIST(“email1@gmail.com”,"email2@gmail.com")) with your action’s condition rule.
In action condition I already have stated it like to show when [status]=dispatched …so how can I marry this rule with the one which u shared earlier
You can do that like…
AND(
IN(USEREMAIL(),LIST(“email1@gmail.com”,“email2@gmail.com”)),
[status]=“dispatched”
)
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