Solved: Help in automation process - Page 2

eldderri · 07-07-2024 06:50 AM

Hi friend,

I am making a checklist app and I want to make a an automaion to create checklist ,then if my checklist is "Non Conforme"it should be sent within an appview for approval (either for blcking the truck or cancel the checklist ) so I put "Bloqué" or "Annullée"in appview.A s soon as the the truck is Bloqué , notifications shall be sent to both the user and the transporter.if the checklist is cancelled "Annullée" the notification should go only to user.Here is how my bot would look like:

How can I proceed in making my bot?

Best regards,

Suvrutt_Gurjar

If you are unable to create the combined bot with branch conditions, you could try creating 3 different bots.

Assuming your requirement is still the same, you could try the below

@eldderri wrote:

First,I want to create PDF checklist (already created ) in both cases where Etat checklist column is:"Conforme" and "Non Conforme".

I hope you do not need help with the above requirement.

@eldderri wrote:

Next, If Etat checklist="Non Conforme" ,send appview email which contains both "Bloqué" and "Annullée" as quich edit column named "Action" to a specific person.

You could create data change bot that fires when the [Etat checklist] column changes to "Non Conforme". Please note that data change bot fire only when there is a change in certain column values.

The event condition for this data change bot could be

AND( [_THISROW_BEFORE].[Etat checklist]<>[_THISROW_AFTER].[Etat checklist], [_THISROW_AFTER].[Etat checklist]="Non Conforme")

In this bot's step just send the appview with the "Bloqué" and "Annullée" as quick edit column named "Action" to a specific person.

When this appview is sent to the user with the above quick edit column, the user can select either "Bloqué" or "Annullée"

@eldderri wrote:

Then, when The recipient chooses "Bloqué" ,the user receives appview with "Bloqué" selected and the Transporter receives just an email notification. And IF he chooses ,"Annullée ,only the user receives the appview with "Annullée" selected.

2. Create a 2nd data change bot for "Bloqué" with an event condition

AND( [_THISROW_BEFORE].[Blocage Camion]<>[_THISROW_AFTER].[Blocage Camion], [_THISROW_AFTER].[Blocage Camion]="Bloqué")

In this bot, add 2 steps A) the appview to the use with "Bloqué" selected B) A step that send email to the transporter

3. Create a 3rd data change bot for "Annullée" with an event condition

AND( [_THISROW_BEFORE].[Blocage Camion]<>[_THISROW_AFTER].[Blocage Camion], [_THISROW_AFTER].[Blocage Camion]="Annullée")

In this bot only add one step to send the Appview to the user with "Annullée" selected.

Hope this makes sense.

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