I need some help with an email attachment tem...

(Jonathan Anderson) #1

I need some help with an email attachment template and everything I tried has failed.I honestly have no clue what I am doing so any help would be great. I am doing an inventory of medical supplies.once completed I want the report to send to an email address for me to print and put on file. I attempted a start with what I am trying to get the document to look like. If someone would be able to point me in some of the correct direction. The Google Document has some screenshots of the tables and what I am trying to get the document to look like, but I am open to any suggestions. Thanks


(Jonathan Anderson) #2

This is killing me. Nothing I do works. I found a create workflow template button in appsheet which worked great for a single item using the workflow, however, it was not exactly what I was looking for. Any help or advice will be great.

(Praveen Seshadri (AppSheet)) #3

Hi @Jonathan Anderson, you need to create a new scheduled Report (Behavior -> Reports)

Once you save it, manually create a workflow template file. Here is an example from one of our samples: OpenOrdersReportRule_BodyTemplate

In your case, you need an outer Start expression over the Items table and an inner Start expression over the Item Count table. But initially. just use the outer Start expression and make sure you have that working. This article describes it in more detail. https://help.appsheet.com/behavior/workflow-sending-email/email-scheduled-report-event-templates OpenOrdersReportRule_BodyTemplate

(Jonathan Anderson) #4

Finally got it all worked out. Thank you so much for pointing me in the right direction. Figured out everything I was doing was wrong.