Question about sending reports: is there a st...

workflow
(Joseph Pentheroudakis) #1

Question about sending reports: is there a straightforward way to have the user initiate a report at the end of a session, say automatically when they sync?

A possible workaround if not: create a table with two columns, one for the session ID and one called ‘Send report?’. The table would get a button on the app. The ‘Send Report?’ column would have an initial value of ‘No’ when the session starts. Then at the end of the session the user would change it to ‘Yes’, which would trigger a workflow rule that would send an email with a report.

I imagine that would work, but it would be great if there’s a simpler way.

(Philip Garrett) #2

The examples at the end of this article show some ways to trigger a workflow rule based on a data change on the client device.

See help.appsheet.com - Workflow

Workflow help.appsheet.com

(Joseph Pentheroudakis) #3

@Philip_Garrett_Appsh thanks!

(Joseph Pentheroudakis) #4

@Philip_Garrett_Appsh the ClickToSendEmail sample app was exactly what I was looking for (similar approach to what I was thinking). Thanks again.

(Philip Garrett) #5

+Charlie Wells

Glad it works for you.