I have an app that is designed to help track incoming referrals and subsequent patient comms until the patient is ultimately reached and scheduled.
I am wanting to create a method to multiselect patients that are in a certain category that would denote that we have attempted to reach them by phone multiple times are awaiting a response. I see that i can multiselect by hitting the checkmark box then marking the target patients. I would then like a button or something to trigger an automation to take the selected rows and pass the data from columns [_ComputedName] and [Referring Provider] into a Google Docs template, and ultimately create a single PDF with multiple pages, one page per patient, with the above information injected, then emailed to the signed in user, who could subsequently print the letters for mailing.
I still have not totally wrapped my head around automation in AppSheet, as it seems i may have to go around the block a few times as opposed to having an action that simply injects variables into the doc template.
I need help understanding how to best approach this to get the desired outcome, please and thank you. And feel free to ask any clarifying questions that might help you to help me.
This is a common issue, and the workaround is a bit convoluted. The workaround involves creating a field in the table you are multiselecting items in, having an a action that updates a new field within that table and then using bot with a record update trigger to watch for the changes and process the actions. So the action is firing one time and updating all the records, but the bot is then firing one time per record. The flow steps look something like this:
user selects multiple records and presses action button
action updates a new field in all the selected records.
For each updated record, a bot is triggered and whatever database updates you want to have happen are processed.
The bot should probably clear the field that was used to trigger the bot so that it will detect it the next time it needs updating.
thank you, i can try working with a “trigger” mechanism. This leads me to another question. I have created another table with the idea of creating a printJobIB and each row/record would contain a list of the selected records from the primary table. I would add a TRUE value to a print column, and set an automation to look for changes to the table and run when the print column value equals true, then set it back to false after the fact. Not sure if this approach is solid, but assuming the theory is reasonable, how do i go about targeting the selected rows when using the multi-select option in AppSheet?
