Quote Template, Customer Quotes_inline

[Noel1976]

I'm editing the Quotes template that is on the AppSheets template page. I can generate an email that sums up the total amount of quotes for a specific customer. I want to create an action that allows me to generate an automatic email or a PDF of the view: 'Customer Quote_Inline.' This way, I can offer the customer a view of all the quotes for the customer in question.

[WillowMobileSys]

First, you will want to familiarize yourself on how to build and use PDF templates in AppSheet automation...start with this link - Use templates in automation

Once, you have constructed the proper template to format your data into a nice looking PDF, the rest is easy to setup and trigger the automation automatically.  The general steps would be:

1)  Determine when to trigger the automation and what data is needed to decide the automation is read to run.  Do you trigger on EVERY add and edit?  Do you trigger only on adds?  Can an entry be edited several times be sending the PDF, i.e. a user needs to explicitly specify when they are done?   All these need considered and you may need to include table data to help determine when the automation can be triggered.

2)  Create your automation.  Update the Event criteria to inspect the data you decided from 1) as the trigger to kick off the bot.

3)  Add the step to generate the PDF using your template document.  The most common way is to select "Send an email" and then choose "Custom template" which will allow for generation of the PDF, saving it to a file and attaching to an email - all in a single step.

This is all very general info but... I hope this helps!

I'm sure you'll have many questions along the way.  Be sure to ask!