I would like to send an email based on two tables. First one is a list of headers, second one the attached details.
The purpose is to send a formatted invoice, with headers and details below.
I’m struggling about the correct statement, though I found a similar post without solution.
I deal with 4 tables:
Quote: list of quotes
QuoteHeaders: list of headers
Quote Details: every specifications related to the quote header, such as products or services
For any reason I don’t understand, I get an error message. Here is the log:
Error: Workflow rule ‘Show me the Invoice!’ action ‘Action 1’ Body template. Expression ‘Start:[QuoteHeaders]’ is invalid due to: Unable to find table ‘START:’, did you mean ‘Quote’?.> Error: Workflow rule ‘Show me the Invoice!’ action ‘Action 1’ Body template. Expression ‘[Description]’ is invalid due to: Unable to find column ‘Description’.> Error: Workflow rule ‘Show me the Invoice!’ action ‘Action 1’ Body template. Expression ‘End’ is invalid due to: Expression refers to undefined field.",
As I understand it, it does not seem to catch the table “QuoteHeaders” (I checked the name).
Any clue ? Are my Start/End statement incorrect ?
I think that is what I did ?
Or am I miswriting something ?
In the case of a table like in the picture, I’m not sure of how the start/end statement are interpreted by the system.
Should I align very strictly the rows ?
What attracts my attention is this part of the error message : what do you think about that ? Error: Workflow rule 'Show me the Invoice!' action 'Action 1' Body template. Expression 'Start:[QuoteHeaders]' is invalid due to: Unable to find table 'START:', did you mean 'Quote'?.
Let’s start by taking some complexity out of this. Remove all of the tags except the first <<Start>> and its corresponding <<End>>. Does that change the error?
But I think I get it : I did not notice that the template does apply to a specific database, and this one is set on “Quote”. I thought that DB was specified within the Start statement.
I will look further into it and let you know if I can get something out of it.
I copied exactly what you display, it seems to work but I don’t receive the email. Maybe it’s treated as a spam by my mailbox or so.
But at least, I don’t have error anymore on the log.
Do you know if with a free account I’m limited in the number of workflow attempts ?