User delighted with our 1st AppSheet prototype! Questions:
- Table: Master DB
- YES/NO column called Create Proposal? Defaults to no
- Date field of when Yes/NO was selected (Date Proposal Requested)
Goal - When user selects YES in field Create Proposal; app runs a workflow and template to “dump” that record to a nice proposal document (with economic illustrations) template setup in Excel. Now we are trying to LIMIT the dump to only ONE row per dump.
Currently running: <<start Filter(“Master DB”, [Create Proposal?] = “TRUE”)>>
but that dumps ALL records that have ever “asked for a proposal”.
Thoughts on best way to limit to filtering to the most current OR just a few?
<<start FILTER(“Master DB”, AND([Create Proposal?]), (DAY(TODAY())))>>
Having Syntax issues!