Embedded email had the different layout from its' app view

I created a BOT to send approved embedded emails when there is a change in status

But when testing, the layout was different from the app view. Specifically, it was missing the following fields:

  • Approval Status
  • Approval Date
  • Notes (in Quick Edit format)

Can anyone assist me with this?
Thank you so much!

For me to achieve this I had to create a separate slice and view off the data just for the email. Something weird happens when you have a lot of different rules for data direct from a table without making it a slice to be a dynamic email. make this view a Ref as it wont be used except for the dynamic email. Edit the view to the columns needed. With a row filter as [status]= Need approval. Replace with your columns and filter conditions as needed.

1 Like