Jump to content

Scott

Members
  • Content count

    8
  • Joined

  • Last visited

  1. Scott

    Change End Dates

    Thanks for the response BaySunshine....I have the trigger working whereby I insert records into a different table and then bring them back into the original table with the trigger on it....However the email section of the trigger is not working???? Thanks for your help.... See below screen shot of the trigger...
  2. I have a table who's population are a number of memberships with a "Start_Date" and "End_Date". I would like to run a trigger that renews the memberships "End_Date " with todays date using a timestamp when the membership field "renew" is set and updated to "YES". Following this an automated email is triggered to email the members "Email_Address" when the renew is set to "Yes" with the new "End_Date". I have tried doing this with a trigger in the same table but have a level 2 error and understand that update can be triggered in the same table. Does anyone have a work around for this.
  3. Scott

    Two Step Submission

    On a Submission form I would like a button to validate all fields and records and run my imbedded HTML in my footer, similar to the checking of fields when the submit button is executed. When this checking button is executed and successful a confirmation of all details appears and the final execution button appears with the data and a submit button can be executed and insert the record in the table. The reasoning for this is I have some front of sales people who may at time enter incorrect information and I want them to check their entries prior to a final submission execution to the table. Possible??
  4. Scott

    Replace field given certain input

    I have a field in a dataform. [@field:Rego] If a person enters "UNREG" into this filed I would like the field to populate with the [@field:AutoNumber] field on hitting the submission button. Any ideas???
  5. Scott

    Monthly Statements

    We are a membership based company that distributes via a number of third party stores. I have created a Capsio table that holds memberships for our business. The memberships are entered into the table via a form by each store we have. When submitted the store details are auto populated including email address from another table. On a monthly basis I would like to email a statement to each store for the memberships they have created. and once sent via email I will tag the records using another table field that they have been sent. I have not come across anything in capsio that will automate this for me. ie. create a report for each store and email a list of the records the records they have created. I know I can do this with email notifications on a record by record basis. However has anyone done this on a report basis for all records for a certain period???
  6. Scott

    Help with Zapier Integration

    great thanks for your help
  7. Scott

    Field Validation on Submit

    I have a text field for entering a mobile number on a submit Data Page. I would like to validate the mobile entered to be in the format 61xxxxxxxxx. Reason is I pass this number through zapper to send SMS updates in twilio to new members with their details. How can I validate the field on submission. I have already set the field to repeat for confirmation and a placeholder in the format I require the mobile, but people still add as for example 0456888222
  8. Hi, I am using zapier to push new records across to Twilio and send an SMS. With this I have had success. However when updating records I only want records transferred across to zapier and twilio to send a SMS dependent upon changing a one certain field in the record. Not all records that have been updated. Any suggestions??? Rgds Scott
×