Hi there,
I would like to send an email based on two tables. First one is a list of headers, second one the attached details.
The purpose is to send a formatted invoice, with headers and details below.
Iโm struggling about the correct statement, though I found a similar post without solution.
I deal with 4 tables:
Here is my statement:
<<Start:[QuoteHeaders]>><<[Description]>>
<<Start:[Quote Details]>> <<TableTestDevis[Code].[Nom]>>
<<End>>
<<End>>
And here is a screenshot of the table I would like to display
For any reason I donโt understand, I get an error message. Here is the log:
Error: Workflow rule โShow me the Invoice!โ action โAction 1โ Body template. Expression โStart:[QuoteHeaders]โ is invalid due to: Unable to find table โSTART:โ, did you mean โQuoteโ?.
Error: Workflow rule โShow me the Invoice!โ action โAction 1โ Body template. Expression โ[Description]โ is invalid due to: Unable to find column โDescriptionโ.
Error: Workflow rule โShow me the Invoice!โ action โAction 1โ Body template. Expression โEndโ is invalid due to: Expression refers to undefined field.",
As I understand it, it does not seem to catch the table โQuoteHeadersโ (I checked the name).
Any clue ? Are my Start/End statement incorrect ?
Many thanks in advance
Not 100% sure what your goal is, but please try to add your ยจStart: & Endยจ formula to a separate row.
HI @Aleksi
Thanks for your quick answer.
Iโm not sure I understood correctly what you told, I tried this:
My goal is to get something similar to this (this is the idea)
For doing that, you need to use nested Start: & End. Something likeโฆ
<<Start: [QuoteHeaders]>><<[Description]>>
<<Start:[Quote Details]>><<ColumnA]>>โฆ<< End >>
<< End >>
I think that is what I did ?
Or am I miswriting something ?
In the case of a table like in the picture, Iโm not sure of how the start/end statement are interpreted by the system.
Should I align very strictly the rows ?
What attracts my attention is this part of the error message : what do you think about that ?
Error: Workflow rule 'Show me the Invoice!' action 'Action 1' Body template. Expression 'Start:[QuoteHeaders]' is invalid due to: Unable to find table 'START:', did you mean 'Quote'?.
Letโs start by taking some complexity out of this. Remove all of the tags except the first <<Start>>
and its corresponding <<End>>
. Does that change the error?
Hi @Steve
with this :
that does not work.
But I think I get it : I did not notice that the template does apply to a specific database, and this one is set on โQuoteโ. I thought that DB was specified within the Start statement.
I will look further into it and let you know if I can get something out of it.
Here again,
So, to express my thought more accurately, what I wanted to do is a two-level start statement, meaning display parend and child item.
Relationships between my tables are this way:
quote==>quoteHeader==>quodeDetails
Here is what does work, but only display headers
Here what I tried and does not work, in an attempt to display related details items
So, the second start statement I tried are:
<<Start:[Related Quote Details]>><<[Code]>> <>
and
<<Start:QuoteHeaders[Related QuoteHeaders].[Related Quote Details]>><<[Code]>> <>
Any clue ?
I think what I try to do is similar to the order capture app, but cannot get the workflow to work.
https://www.appsheet.com/samples/An-app-for-managing-customers-products-and-orders
Thanks @Steve
I copied exactly what you display, it seems to work but I donโt receive the email. Maybe itโs treated as a spam by my mailbox or so.
But at least, I donโt have error anymore on the log.
Do you know if with a free account Iโm limited in the number of workflow attempts ?
To my knowledge, no.
it eventually just got into my mailbox.
a HUGE thank you, really !!!
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