Hi all,
Iโm working on a new feature for our apps that involves scheduled reports.
At the minute we have a workflow event which triggers an email. But getting users to trigger the notification when they need to has become a struggle, so more automation is required.
Users make requests on the app each day, so their may be daily requests on Monday, Wednesday and Friday for example.
I want to create a scheduled report that is sent out daily at 6pm, with ONLY those rows from that day.
Example; I create 5 daily request today so those 5 are included in one report, as opposed to sending the entire table into a report or each row sent individually (as there may be too many requests for that to be convenient).
Is this possible?
Thanks, Sarah
Absolutely! Itโs just a matter of constructing the templateโs <<Start>>
expression to only include the desired rows.
But as far as I know I can only select โfor entire tableโ or โfor each row in tableโ??
Sure. Choose ForEntireTable. In your report template, use a <<Start>>
expression that selects one the rows you want to work with. For example:
<<Start:FILTER("table", (TODAY() = [Date]))>>
Thats great thank you!
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