Is it possible to generate an email report on demand using a workflow and action button ? I would like to be able to generate an email report using a template established in workflows that the user can click on the action button to produce a report rather than scheduling the report. Is that possible ?
plus.google.com - I need some help. I know I can use a Workflow rule to Email a pdf on demand โฆ I need some help. I know I can use a Workflow rule to Email a pdf on demand โฆ plus.google.com
@Suvrutt_Gurjar is correct. Also see topic โSending Email from an Action Buttonโ in this article help.appsheet.com - Workflow Workflow help.appsheet.com
As per my understanding, of your requirement, yes, that is possible with approaches mentioned in the following two posts. Request you to explore-
plus.google.com - Is there a way to run reports on demand via an action button? If not this woโฆ Is there a way to run reports on demand via an action button? If not this woโฆ plus.google.com
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