Part of my app has records that need to be approved annually. I have these pop into a different view 30 days prior to needing re-approval. What I would like is a button that shows on each record that will:
purge/zero/change certain columns on an entry back to their initial state
email this job’s details inc images as a snapshot or similar for approval
reset sent date to todays date
Can anyone help with the best way to do this? I had created an action but this only seemed to work to reset the date approved (not also send a snapshot to the approval team).
Welcome back! In AppSheet, you can specify a sequence of actions combined with an automation.
Basically, the button the user taps will make some data changes, and those changes will automatically kick off your email sequence
I would start by creating an action to reset columns
Reset Columns: Choose the columns you need to clear out (or set back to zero) and define their starting values.
Example: Set [Column A] = “” (to make it blank) or [Column B] = 0
Set Date: Set the column [Sent Date] equal to the formula TODAY() to capture the current date.
Trigger Email: Set up a bot to send the email when the [Email Trigger] column matches “SEND”:
Go to Automation and create a new bot.
First, create a new column in your data table (you might call it [Email Trigger] and set its type to Text).
In this Action, you just set the value of that new column, example:
[Email Trigger] = "SEND".
Remember to reset [Email Trigger] field to blank or zero
