Creating Automatic Email Summary of Client Visit

Miranda_Lubarsk · 10-03-2020 11:18 AM

Hello all,

I would like to enable AppSheet to send out an automatic email to each of our clients with a short little summary of the visit right after our employees upload their Timesheet entries for that job.

So with every added row (each new visit) I would like Appsheet to send an email to the client.

I think I have figured out how to tell Appsheet who to send the email to, but what I don’t understand is how AppSheet can generate an automatic summary of what was typed into that row. Is there a way to do this? So it shows the information entered into that row? Like timing of the visit and materials used, etc.? Poking around, I’m not seeing an option for this.

Many thanks!

Aleksi

If my assumption is correct, you need to create a Workflow and then read values from a record either to an email body or to a template like <<[ColumnName]>>.

Miranda_Lubarsk

In the body, how do I limit which rows have info sent out? I did the auto email body, and then deleted the rows I didn’t want, but I think it’s still sending the full thing.

Aleksi

When talking about rows, I assume you mean columns from your record.

Are you reading values for the email body or for the body template? If you use a template, that overwrites the email body settings.

Miranda_Lubarsk

Yes! sorry, I meant Columns.

I had it generate an automatic template, but now I want to edit it.

How would I achieve the following: only Columns that have a value will be show (so I guess I’m looking for a “don’t show it blank” kind of thing for all the rows. Is the template that sensitive?

Many thanks!

Miranda_Lubarsk

Ok, I just tried this:

Co-gardener: <<ISNOTBLANK([Co-gardener])>>

But when I tested it, and input nothing for that Column, it still showed up on the email and instead of nothing appearing, it said “Co-gardener: N”.

What does that mean? Do I need to use an if, then expression for each Column??

Steve

Try:

<<If: ISNOTBLANK([Co-gardener])>>Co-gardener: <<[Co-gardener]>><<EndIf>>