Is there a way to include more than just one ...

(Austin Nunns) #1

Is there a way to include more than just one row in a workflow?

Example: I want to have all the forms filled out by “Jim” in the [author] Column inside one workflow PDF.

(Reza Raoofi) #2

Yes, you can; read this document for general information about sending email by a workflow rule or scheduled report:

And read this one in particular about including more than one row in a workflow:

(Austin Nunns) #3

@RezaRaoofi hey, I’m having issues getting it to show more than just the one row. What I have so far is,

“<<Start:Select(Manager Meeting[_ComputedKey], ([Project_Name] = [_THISROW].[Project_Name]))>>”

Where the goal is to grab all the manager meetings with the same Project_Name as the row that was just edited.

I probably have it completely off, but if you have any suggestions I’m open :joy:

(Reza Raoofi) #4

The <Start:...> Tag seems to be correct; what about the rest? CAn you post the template? Have you added <> within <Start:...> … <> tags in your template?

(Austin Nunns) #5

@RezaRaoofi Okay, here is the Template:

(Austin Nunns) #6

@RezaRaoofi What do you mean “added the column name”? In the workflow, I have the columns I want to add into the template on there.

(Reza Raoofi) #7

Have you tried a simple single <Start:...> … <> template and checked what the results is? Or if you can find any errors in audit log?

(Austin Nunns) #8

@RezaRaoofi I tried placing the <>

before the the other <> functions, and it worked, but it didn’t have the other tables required, aside from the row the user is editing and that is after all the other tables with the same project name. (Hope this made sense…)