This website uses Cookies. Click Accept to agree to our website's cookie use as described in our Privacy Policy. Click Preferences to customize your cookie settings.
Accept
Reject
Preferences
Log in to ask a question
Log in to ask a question

How to invoke a report from UX

Posted on 02-05-2022 10:00 PM
Shyam1
Bronze 5
Bronze 5
Reply posted on --/--/---- --:-- AM

I have created a report based on member details table ( Member Name.Contact details etc) along with pending dues information. Want to generate this report for a member from a UX.

Any pointers on how i can invoke the report and generate the PDF from a UX-Member Details Card UI

 

Next step want to attach the generated PDF to a whatsapp message and send it to the member.

 

0 2 59
Topic Labels
0 Likes
2 REPLIES 2

Posted on --/--/---- --:-- AM
Suvrutt_Gurjar
Platinum 1
Platinum 1
Reply posted on --/--/---- --:-- AM

Please take a look at the following article and section"

"Sending Email from an Action Button"

https://help.appsheet.com/en/articles/961707-workflow#sending-email-only-after-adding-a-parent-recor...

The article is about Workflows that have been superceded by "Automation". However the approach to send report on demand remains same.

Posted on --/--/---- --:-- AM
Shyam1
Bronze 5
Bronze 5
Reply posted on --/--/---- --:-- AM

thanks for the pointers, will try and update if it worked from my need

 

Top Labels in this Space