Report generation expression

[Badminton_Scori]

Hi

I am have a audit management app
I am having agent table and task table
Agent table has email id has key
Task table I have column agent name and I made it has ref to agent table

I need help on creating a automation for sending a daily report of task for each agent and audit manager

How to send. Filtered data in schedule ?

What expression should I need to use in email body template

[Suvrutt_Gurjar]

It sounds that you are wanting to create reports having a parent table ( Agent) record and associated children table ( Tasks) records. In general, you will need template start expressions.

help.appsheet.com

Template Start Expressions

Using Start expressions in your workflow templates.

[Badminton_Scori]

Assume There are Two agent A,B
One manager has c

A has 5 task - In Progress status
B has 10 task -IN progress status
C is the manager

Now what i need is every data morning i need to send a mail to A ,you have the following task in table view with status In progress ,How to send separate mail for A and B

I need to send a mail to C who is a manager has A has following task and B has following task in single mail

I tried start expression

<<Start: [Related Task Details]>><<[TASK_ID]>>

<<[Task Date ]>><>

Please help me with the expression ?

Agent column : Agent Email ID
Task column: Task Name, Status, Agent Email ID ,Task date

[Suvrutt_Gurjar]

Badminton_Scoring:

I need to send a mail to C who is a manager has A has following task and B has following task in single mail

If you wish to have multiple records from the parent ( Agent A , B and so on ) in the same report ,
then you will need a START expression for the parent as well.

[Badminton_Scori]

@Suvrutt_Gurjar Can you please help me with one start expression so i can understand how its getting in order ,i am missing and struggling with the start expression with status = IN progress

[Suvrutt_Gurjar]

Can you please give it a try based on articles shared?

[Badminton_Scori]

@Suvrutt_Gurjar I tried with many start expression but its working only for one record

<<Start: [Related Task Details]>><<[TASK_ID]>>|<<[NAME]>>|<<[PRIORITY]>>|<<[Date]>><>

Agent table has 5 agents i need to send 5 separate mails to 5 separate agent with their respective task daily

Can you please help me with the expression

[Suvrutt_Gurjar]

Badminton_Scoring:

Agent table has 5 agents i need to send 5 separate mails to 5 separate agent with their respective task daily

Badminton_Scoring:

I need to send a mail to C who is a manager has A has following task and B has following task in single mail

You have stated above two different requirements. Which one exactly you wish to have?

Also do you wish to have it as a scheduled report for each agent? If so , please take a look at the "For Each Row In the table " option in the article below for scheduled reports.

help.appsheet.com

Event: The Essentials

[Badminton_Scori]

My main requirement is send separate mail for each agent with the respective task details in table format

Can you please help me out @Suvrutt_Gurjar with start expression and What formula should i need to use in Email Template To

[Badminton_Scori]

Can you please suggest expression for To in email template

[Suvrutt_Gurjar · Accepted solution]

Please take a look at the below. Please change suitably column names and also please try a few combinations at your end.

Edit: Changed image as there was a minor typo in one START SELECT(0 expression inside the table.

[Badminton_Scori]

@Suvrutt_Gurjar Thank you so much its works

[Badminton_Scori]

Hi @Suvrutt_Gurjar

I am getting below error when i disable the each row column

[Suvrutt_Gurjar]

I think the suggested solution is mentioned in the error. Please see the word " None"