Hi there guys, I think I am not in the right brain space to be working on this right now, but I really need something to present to my new interim director ASAP.
I am trying to replace our paper donation log with an app that collects all the information we normally collect from donors and then have to manually put into a spreadsheet. So but it also fills out an electronic donation receipt and emails it to the donor. Also it compiles historical donation values to be viewed in a daily, weekly, monthly and yearly chart. Well I have gotten it to do ALL of those things.
But Iโm stuck on ONE more thing I want the app too do.
When a donor adds their email I want a check box row to appear asking if they would like to be added to our mailing list, well I have MOSTLY figured that out, except itโs not a check box that appears, but a button with a โyโ in it (which honestly doesnโt seem to do anything and for the life of me I canโt figure it out). Also the virtual column appears on the bottom of the form, which I can live with but it would be cool if I could get it to appear under the email column. Annnnyway I need for when the donor selects โyesโ only their name and email is pulled and added to another sheet โMailing listโ, which is just a list of names and emails so I can use that to auto populate a slightly personalized email when sending out our newsletter.
And in the same ballpark, I need another check box that asked donors if they would like to receive emergency need text alerts, then if โyesโ adds their name and phone number to another sheet for the text alerts.
Solved! Go to Solution.
How is the action getting triggered? Youโll probably want to attach it as the Form Saved event action in the form viewโs configuration:
I understand what I want to do now but still having trouble putting it in place, so
โIf column response for [Add To Mailing List]= YES โ> add this entries value for [Name] and [Email] to another table โNewsletterโโ
but I am unsure how to connect the the action to the form column T-T
EDIT
Oh and this might be pre-emptive but how do I make sure it only adds the current entries name and email to the other table?
I ran into this problem trying to make a workflow that only sends and email the most recent entry, will the formula I used for that workflow be necessary and work for this purpose as well?
LOOKUP( MAX( SELECT( Log[_ROWNUMBER], ([_THISROW].[Email] = [Email]) ) ), โLogโ, โ_ROWNUMBERโ, โEmailโ )
If you want the valuable to be changeable by the user, the column will need to be a regular column, not a virtual column. The Y button doesnโt appear to do anything because itโs not doing anything: as a virtual column, the user canโt change its value.
Perhaps use an action of type Data: add a row to another table using values from this row?
I did it! Well part of it, I figured out the need for a physical column, but Iโm having trouble with the second part.
in the action, how do I connect the โtable to add toโ with the values from the other table? do I need a reference?
The expression here:
may use column values from the current row of this table:
But, if you need the user to provide additional information, you need to either collect that information in the original form, or use a different approach to adding the user to the mailing list (etc.).
You have no idea how much I appreciate your help! I feel like I am missing something insanely obvious hereโฆ
But it isnโt producing the expected result T-T
lol or more accuratly No result
How is the action getting triggered? Youโll probably want to attach it as the Form Saved event action in the form viewโs configuration:
O. M. G. You are my best friend right now!!!
Sure enough it didnโt even occur to me that just saving the form (even with the โifโ formulas fulfilled) would not trigger the action, I had to specify that I want that to happen. THANK YOU SO MUCH!
Iโm a social worker, I think of myself as computer savvy but the nuances of the requirements for program building often escape me
Anyway now this application is ready to present to my director and I am so excited!
User | Count |
---|---|
59 | |
25 | |
13 | |
12 | |
6 |