Is it possible to generate an email report on...

(Mike Rundell) #1

Is it possible to generate an email report on demand using a workflow and action button ? I would like to be able to generate an email report using a template established in workflows that the user can click on the action button to produce a report rather than scheduling the report. Is that possible ?

(Suvrutt Gurjar) #2

plus.google.com - I need some help. I know I can use a Workflow rule to Email a pdf on demand … I need some help. I know I can use a Workflow rule to Email a pdf on demand … plus.google.com

(Philip Garrett) #3

@Mike_Rundell1

@Suvrutt_Gurjar is correct. Also see topic “Sending Email from an Action Button” in this article help.appsheet.com - Workflow Workflow help.appsheet.com

(Suvrutt Gurjar) #4

Hi @Mike_Rundell1

As per my understanding, of your requirement, yes, that is possible with approaches mentioned in the following two posts. Request you to explore-

plus.google.com - Is there a way to run reports on demand via an action button? If not this wo… Is there a way to run reports on demand via an action button? If not this wo… plus.google.com