Bot for scheduled emailing a Summary of Records in a datatable meeting certain criteria

[Fred_Qi]

Hi All,

I need help with setting up an automatic bot that will send a SUMMARY of approved requests for today in the data table “Requests” every Mons-Fridays 4:00pm for row records meeting the criteria: [Date]=Today() and [Status]=“Approved”.

I tried to use an event type ‘Schedule’ and ‘Each row of the table’ disabled as I would like a summary sent not multiple emails for each single row. plus an email task. There is an issue says ‘incompatible event and task type’.

[Dan_Bahir]

Try this.
Create a bot with a scheduled event that has the “Each row of the table disabled”.
Create an email step, the email body or attached can have a template to get all the approved requests for today, Email Templates | AppSheet Help Center.

Should look something like this:

[Fred_Qi]

Dear Dan, thank for your quick reply.

I have trouble drafting a proper template to generate the summary of required record [Date]=Today() and [Status]=“Approved”.

Say I have four columns in the request table: [Request_ID], [Requestor], [Date], [Status]. I would like to extract all rows that matching [Date]=Today() and [Status]=“Approved” and send one summary email out.

The following is the auto-created template when clicked:

“Send Summary Email to Lab Team
Requestor: <<[Requestor]>>
Activity: <<[Activity]>>
Date: <<[Date]>>
Status: <<[Status]>>”

[Fred_Qi]

I have encountered the error:

The event ‘AH | Particular Time on Working Day’ is not compatible with process ‘Email Daily Summary to Lab Team and HOS’

[Steve]

Fred_Qi:

is not compatible with

Attn @prithpal @Dan_Bahir @praveen

[Dan_Bahir]

That means that the output of the event and the input of the process that you have in your Bot do not have the same table. If its a scheduled event without the “for each row” it does not have a table so you cannot connect it to processes with tables.

[Steve]

Dan_Bahir:

That means that the output of the event and the input of the process that you have in your Bot do not have the same table.

Why doesn’t it say that?

[Dan_Bahir]

The error message wording has been fixed.

[Steve]

Thank you!!!

[jujogar10]

I have the same issue, but after the report I want to update the table marking the rows that were sent in the report, but I cannot add a task that changes data since the event has no table. So what should I do?

[Dan_Bahir]

Will get the text rephrased @Steve

[Fred_Qi]

Thanks @Dan_Bahir @Steve for some explanation. I still need to achieve the function I need as posted earlier. Would you please give some hints?

I have trouble drafting a proper template to generate the summary of required record [Date]=Today() and [Status]=“Approved”.

Say I have four columns in the request table: [Request_ID], [Requestor], [Date], [Status]. I would like to extract all rows that matching [Date]=Today() and [Status]=“Approved” and send one summary email out.

The following is the auto-created template when clicked:

“Send Summary Email to Lab Team
Requestor: <<[Requestor]>>
Activity: <<[Activity]>>
Date: <<[Date]>>
Status: <<[Status]>>”

[Juliana_Lau]

I have the same issue.

I need to generate a report with a specific table but at a scheduled time of daily certain time

i would rather there be a button action behaviour but there isn’t.
This is critical to the success of the application

[CCF]

Good day, I have been scratching my head on this and haven't quite found a solution. if anyone has anything please do let me know here.
I have found a possible turnaround for this issue, but it's not very elegant:
Create a new sheet on your source file.

• Write a formula containing all the functions you need to concatenate the desired information in one string. I.e. Arrayformula [to select the desired array] + textjoin or concatenate [to arrange the information in the desired text] + if [to apply your conditions].
• Add the spreadsheet as a table into appsheet and make the necessary adjustments.
• You can then toggle ‘Each row of the table’ and point to said table with only one row containing the desired values.
• Point at the appropriate columns in your email template.
• The bot will then pick the first row with data which will be containing the desired values.

It's horrible, i know, but couldn't find anything better. 

Any smoother alternative? Anybody?