Weโve developed a simple app to track estimates that our sales reps write each day. We would like a function that would automatically email estimates a reminder or follow up if they havenโt been sold or marked as lost. Has anyone been able to develop this tech?
Solved! Go to Solution.
I seem to have it working. I created a whole new Report as this one seemed to be referencing old info. Maybe corrupted?
I also noticed the name of my slice made a difference. At first my slice was named โREPORT: Export Open Estimates for MailChimpโ. Thatโs when I pulled the info above from the audit log. It says there were 4 errors. I change the slice name to โREPORT Export Open Estimates for MailChimpโ. The audit log told me there were 2 errors. Finally, I changed the slice name to โExport Open Estimates for MailChimpโ and everything appears to have worked.
Is there a way to have Appsheet notify me if there are errors without having to search through the audit log? I would like to have the reporting feature email each of our estimates that hasnโt been sold on determined schedule, but checking the audit log daily to make sure it is working is cumbersome.
Thanks,
Eric
Phillip,
I have set up a Slice to pull in the data I want and then created a Report to grab the data and email me a spreadsheet. The Report seems to work as I have put a notification in to let me know it has run. however, I donโt receive an email with the spreadsheet. What am I missing?
Eric
What do you see in Audit History as described in this article https://help.appsheet.com/en/articles/961739-troubleshooting-workflow-emails
This is what Iโm seeing. Looks like it is getting hung up on looking for the source data?
Properties:
{
โAppIdโ: โ6d557947-ae12-4feb-8e00-b81954f53320โ,
โAppTemplateVersionโ: โ1.042477โ,
โRuleNameโ: โExport Estimates for Mail Chimpโ,
โEventTypeโ: โScheduledโ,
โInvokedByโ: โEditorRunButtonโ,
โServerNameโ: โprodu21ea00000Eโ,
โServerRegionโ: โEAST-USโ,
โIgnoreSecurityFiltersโ: true,
โEventMatchโ: โWorkflow event successfully matchedโ,
โConditionโ: โ=Trueโ,
โMatchesConditionโ: โTrueโ,
โActionNotPerformedโ: โ4 errors present.โ,
โActionResultsโ: โCreated 1 ActionResultsโ,
โAction Typeโ: โEmailโ,
โAction Nameโ: โExport Estimatesโ,
โErrorsโ: โError: Report โExport Estimates for Mail Chimpโ action โExport Estimatesโ Attachment template. Expression โFilter(Export Open Estimates for MailChimp, true)โ is invalid due to: Unable to find table โExport Open Estimates for MailChimpโ. Error: Report โExport Estimates for Mail Chimpโ action โExport Estimatesโ Attachment template. Start expression โFilter(Export Open Estimates for MailChimp, true)โ should generate a List of Ref values. Please verify that it generates a List and that the contents of the List are Ref values. Ref values should come from the โKeyโ column of the referenced table. Error: Workflow rule: โExport Estimates for Mail Chimpโ Action: โExport Estimatesโ Template Type: โBodyโ template properties could not be obtained due to Accessing deleted file โFollow Up #1 - Open Estimates_BodyTemplate_20200213_221950.xlsxโโฆ Error: Workflow rule: โExport Estimates for Mail Chimpโ Action: โExport Estimatesโ Template Type: โBodyโ could not be read due to FileMimeType โโ is unexpectedโฆโ,
โEmailToโ: โesilver@fwc-fortworth.comโ,
โEmailCCโ: โโ,
โEmailBCCโ: โโ,
โEmailFromDisplayโ: โAppSheet Reports (Manual Execution)โ,
โEmailReplyToโ: โnoreply@appsheet.comโ,
โEmailPreHeaderโ: โScheduled rule โExport Estimates for Mail Chimpโ for application โField Estimatesโ invoked at 2/18/2020 1:16:21 PMโ,
โEmailSubaccountโ: null,
โEmailSubjectโ: โScheduled rule โExport Estimates for Mail Chimpโ for application โField Estimatesโ invoked at 2/18/2020 1:16:21 PMโ,
โEmailTitleโ: โScheduled rule โExport Estimates for Mail Chimpโ for application โField Estimatesโ invoked at 2/18/2020 1:16:21 PMโ,
โEmailAttachmentโ: โName: โOpen Estimates for Mail Chimp.xlsxโ Archive: AttachAndArchive FileName: โAttachments/Open Estimates for Mail Chimp20200218_191621_206.xlsxโ MIME Type: โapplication/vnd.openxmlformats-officedocument.spreadsheetml.sheetโ PageOrientation: โPortraitโ PageSize: A4 AttachmentByteLength: 0 AttachmentTextLength: 0 PDFCount: 0โ,
โEmailOtherAttachmentsโ: โโ,
โAppTemplateNameโ: โFieldEstimate-129634โ,
โOperationโ: โWorkflow actionโ,
โResultโ: โFailureโ
}
I seem to have it working. I created a whole new Report as this one seemed to be referencing old info. Maybe corrupted?
I also noticed the name of my slice made a difference. At first my slice was named โREPORT: Export Open Estimates for MailChimpโ. Thatโs when I pulled the info above from the audit log. It says there were 4 errors. I change the slice name to โREPORT Export Open Estimates for MailChimpโ. The audit log told me there were 2 errors. Finally, I changed the slice name to โExport Open Estimates for MailChimpโ and everything appears to have worked.
Is there a way to have Appsheet notify me if there are errors without having to search through the audit log? I would like to have the reporting feature email each of our estimates that hasnโt been sold on determined schedule, but checking the audit log daily to make sure it is working is cumbersome.
Thanks,
Eric
See topic โAutomatic Alert on Audit History Errorsโ in this article https://help.appsheet.com/en/articles/975998-audit-history-log
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