Email Template

[paula]

Hello everyone!

Anyone, is it possible for a quick edit button to disappear after a change has been made? For example, I have this Approval template. But I want the approver to make only 1 change because it is possible that they change the status or mistakenly click it again when the first action should have been final already. Thanks in advance!

[Suvrutt_Gurjar · Accepted solution]

The title of your post is "Email template". However the screenshot appears to be of a detail view.

Assuming you are looking for a solution in app's detail view, if you wish the button to disappear, you may try the following expression in Show_if of the [Approval Status] column.

OR(AND(CONTEXT("ViewType")="Detail", [_THIS]<>"Approved") , CONTEXT("ViewType")<>"Detail")

If you wish the status to show but be non editable after approval, you could try the same expression in the editable_if of the [Approval Status] column.

[Suvrutt_Gurjar · Accepted solution]

The title of your post is "Email template". However the screenshot appears to be of a detail view.

Assuming you are looking for a solution in app's detail view, if you wish the button to disappear, you may try the following expression in Show_if of the [Approval Status] column.

OR(AND(CONTEXT("ViewType")="Detail", [_THIS]<>"Approved") , CONTEXT("ViewType")<>"Detail")

If you wish the status to show but be non editable after approval, you could try the same expression in the editable_if of the [Approval Status] column.

[Marc_Dillon · Accepted solution]

Personally, I would dynamically change a list-returning valid_if in this kind of case.

Valid_if = IF( OR( [status]="Approved",[status]="Rejected") , LIST( [_THIS] ) , LIST( "Pending","Approved","Rejected") )

Of course that could be in addition to show_if and/or editable_if, depending on the exact desired look and feel and functionality.

[paula]

Thank you so much. This also worked!

[paula]

Thank you very much, this works! But I have another problem. I don't know where else or what else to configure. Here's what happened. The email was successfully sent to the approver. The first picture is the approval made (but in the app). So yeah, after "approved", it was changed to "uneditable". But the email template shows an error and the quick edit was actually made inside the app which I don't want to happen. Any help again please. Thank you!

[SkrOYC]

Ask @MultiTech, he has a whole universe of "Form" views based on the idea of quickedits

[MultiTech]

LOTs of ways to go about this, as you've already seen. (^_^)

Personally - I find quick-edits more hassle than they're worth

• Yes, they're convenient
• But they also bring with them a host of little problems - that when lumped together, make the whole system more work than if you were to just manage that with actions.

I actually prefer to make an action system to accomplish these changes; this way, if you need, you can change the visible action from the technical data-change to a stack (and add in other things to the button press if you need).
   - This also means that you can include a confirmation message (to help reduce accidental taps)

---------------------------------------------------------------------------------------------

Another thing you might take into consideration, is the use of a ChangeTimestamp column;  these things are great for controlling things in a dynamic way

• In my standard starting template, I've got one included by default (two actually) because they're SO useful
• One of them is used in combination with another to create an "Edit Window"

ChangeTimestamp columns give you the ability to set them to watch a column, and even for specific values, and when triggered they grab a timestamp.  From this you can then do all sorts of things, because you know the timestamp represents the time when the event happened.

Basic Use Case:  I could set up a watcher to keep an eye on the [Status] column, and only for the "Completed" status;  when the watcher see's that combo, it grabs a timestamp.
   - Boom:  instant "Completed Time" column

But I could also do something where:

• It's watching the [Status] column, but not for a value, which will capture a timestamp whenever the column is changed
• From this, I could then create a "cool down" timer inside the "editable" formula for the column
• When someone modifies the status, the watcher catches the time - and the edit formula for the column locks it down for, say.... 
          NOW() > [Watcher] + "000:05:00"

------------------------------------------------------------------------------------------------------------------------

All sorts of fun clever things you can do with these change columns

[Suvrutt_Gurjar]

Please share the email template bot setup configuration.

[paula]

You mean this? I'm sorry I don't know how to share this so I just captured it

[Suvrutt_Gurjar]

Please share the event pane details of the bot.

[paula]

I found my way to it. Thanks a lot for all the help!