Creating an SMS workflow rule to include expressions

[TerriKCC]

Hi, I have created a workflow rule that, when a new row of data is entered, the designated staff member receives a text. Right now it is a static message. I am hoping to create a dynamic sms message with an expression like this.

CONCATENATE("Hello, you have a new referral! Patient’s name is: ", [Patient Name], ". The Case Urgency is: ",[Urgency], ". Primary Contact is: ", [POA/Primary Contact], " and Contact Number is: ", [POA/Primary Phone], “. Mahalo!”)

All I can see is options in MESSAGE CONTENT > Body, Body Template, Body Template Data Source. How do I enter in the expression above? Thank you!

[TyAlevizos]

You can use that body field shown in your image, in conjunction with our start expression syntax (basically, wrap expressions inside of << and >>). You can also use “Body Template” which allows you to use google docs or MSFT docs - not very pertinent for SMS but more so for a PDF or something well formatted.

The following in the “body” field just worked for me:

<<CONCATENATE("Hello, you have a new referral! Patient’s name is: ", [Name], ". The location is: ",[Coordinates], ". Date is: ", [Date], " and Detail is: ", [Detail], “. Mahalo!")>>

More info on start expressions here: https://help.appsheet.com/en/articles/961746-template-start-expressions

[Steve]

Since it’s a template, wouldn’t the following also work?

Hello, you have a new referral! Patient’s name is: <<[Name]>>. The location is: <<[Coordinates]>>. Date is: <<[Date]>> and Detail is: <<Detail]>>. Mahalo!

[TerriKCC]

Thank you Steve so much! Have a wonderful weekend to you both!

[TerriKCC]

Wonderful! Thank you so much!

[TyAlevizos]

Oh my yes! It sure would!