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Hi all 

I want to create a button within my interface that finds the PDF PO generated under my Orders table and send it out as an email only to the email address under a look up field.

The PDF PO is in my orders table (as below)

The email address I want to send this to is a lookup field in my orders table 

 

 

Below are what the conditions will need to be (i.e. Can only send out once the PO is generated)

@TheTimeSavingCo @kuovonne @ScottWorld - Appreciate any suggestions you guys have!

Thank you

George

Hello,

One way to do that is to add a checkbox field "Send Order" in your table, and to use this field as the trigger for the automation:

You add a "conditional logic" action set on field "Generate Purchase Order". If value is "PO Created" then:

- Send mail

- Update the record that triggered the automation to reset the checkbox and update a "Send Order status" field with value "Sent"

If "Generate Purchase Order" is not "PO Created" then update the record that triggered the automation to reset the checkbox and tu update field "Send order status" to "Not Sent".

You then have to options for your interface.

Option 1

If you use a list to display the different orders, then add the checkbox in the list and it becomes the button to send the order

Option 2

If you use an interface where you can have a Button with the "Update record" option, such as a "record review" interface to display a specific order on demand, you can add a button to update the checkbox to true and hence trigger the automation.

Regards,

Pascal

 

 

Hello,

One way to do that is to add a checkbox field "Send Order" in your table, and to use this field as the trigger for the automation:

You add a "conditional logic" action set on field "Generate Purchase Order". If value is "PO Created" then:

- Send mail

- Update the record that triggered the automation to reset the checkbox and update a "Send Order status" field with value "Sent"

If "Generate Purchase Order" is not "PO Created" then update the record that triggered the automation to reset the checkbox and tu update field "Send order status" to "Not Sent".

You then have to options for your interface.

Option 1

If you use a list to display the different orders, then add the checkbox in the list and it becomes the button to send the order

Option 2

If you use an interface where you can have a Button with the "Update record" option, such as a "record review" interface to display a specific order on demand, you can add a button to update the checkbox to true and hence trigger the automation.

Regards,

Pascal

 

 


Thank you @Pascal_Gallais- how do I pull the email field from the record (located in the order table) into the Send To email? 

You need to call your lookup field "email ... (from supplier)" from the record that tiggered the automation:

And to select the "Value":

Regards,

Pascal

Good stuff, that worked. Thank you for your detailed process.

 

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