Hi
I have created a database of tenants in my rental property, now I want automate sending payments receipts, using workflows, with a pdf attachment.
I have columns for all the months, January to December. In each month, the value is either “Paid”, "Unpaid ".
The workflow is based on updates. But I want the updates to be taken only from the columns of Months, for that month.
Please help.
Would you please elaborate this one… “I want the updates to be taken only from”, thanks.
Thanks for responding.
I want the workflow to be sent only if there are changes on months columns,
Currently even when I change the name of the tenant it sends the workflow, and I don’t want that
You can check the change like AND(ISBLANK([JAN]),[_THISROW_BEFORE].[JAN]<>[_THISROW_AFTER].[JAN]) but you need to use OR and 12 condition checks… quite big formula. You could merge your columns with an additional column like [JAN]&[FEB]&… and then you would need to check only one column is it changed or not.
, I don’t understand, what you mean.
Let’s say I could create 12 workflows (for each month ) which sends a rent payment receipt, when it’s respective month is changed to “Paid”, how do I make the workflow to only work when there is a change/update on a specific column? (That particular change on that column, must be the only thing that triggers the workflow )
Without knowing your structure, then you could create 12 different workflows where the condition rule in January is AND([_THISROW_AFTER].[JAN]=“Paid”,[_THISROW_BEFORE].[JAN]<>[_THISROW_AFTER].[JAN])
It works. Thank you
You’re welcome