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Send email from within Caspio Tabular Report


Leon13
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Greetings all :)
I would love to provide my users functionality to add comments to a ticket, and check a check box if they also wish to email that to the ticket requestor. (Whose email address is captured when ticket was submitted.)

Has anyone tinkered with such functionality in your designs?

Would love to know what works best and take it from there.
Also, If Caspio has a document covering this functionality kindly do share.

Thank you!

Leon

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I haven't done anything like this, but I think there's a way with Triggers just like you had described.

You could add a text(64000) comment box to your table, and a checkbox just like you had mentioned. Add those to the report. Then your users can add their comments, check the box if they want it to be emailed, and click update. 

Then you would just run an update trigger. If #inserted.checkbox is checked, send email. Wherever in the email body, just use the field picker to grab the comments box. After the email block, make it so the checkbox is unchecked, and then make the comments box = blank.

If you want a running list of replies, you could add two text(64000) fields to your table. The first one will house all the comments/replies, while the other one will be used to update the list of replies on the first one. In this case, use comment box #2 in your report where the user would add a new comment. In your trigger, update the first comment box by adding the the contents of what is already in the 1st comment box (just select #inserted.firstcommentbox) + maybe a line break or two + the 2nd comment box.  Then use this first comment box in your email block, and after that clear the 2nd comments box so that it is empty for the next user to reply on the report. This way the 1st comment box will always be updated with each reply, and the 2nd comment box will be a clear slate to make it easier for your users to enter a reply.

You could even include the 1st comment box on your report as well if you wanted, just for the users to view all the replies, and have a clean slate to add their own comments next to it.

I haven't tried this out but I'm pretty sure it should work. Lol.

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20 hours ago, kpcollier said:

I haven't done anything like this, but I think there's a way with Triggers just like you had described.

You could add a text(64000) comment box to your table, and a checkbox just like you had mentioned. Add those to the report. Then your users can add their comments, check the box if they want it to be emailed, and click update. 

Then you would just run an update trigger. If #inserted.checkbox is checked, send email. Wherever in the email body, just use the field picker to grab the comments box. After the email block, make it so the checkbox is unchecked, and then make the comments box = blank.

If you want a running list of replies, you could add two text(64000) fields to your table. The first one will house all the comments/replies, while the other one will be used to update the list of replies on the first one. In this case, use comment box #2 in your report where the user would add a new comment. In your trigger, update the first comment box by adding the the contents of what is already in the 1st comment box (just select #inserted.firstcommentbox) + maybe a line break or two + the 2nd comment box.  Then use this first comment box in your email block, and after that clear the 2nd comments box so that it is empty for the next user to reply on the report. This way the 1st comment box will always be updated with each reply, and the 2nd comment box will be a clear slate to make it easier for your users to enter a reply.

You could even include the 1st comment box on your report as well if you wanted, just for the users to view all the replies, and have a clean slate to add their own comments next to it.

I haven't tried this out but I'm pretty sure it should work. Lol.

@kpcollier - Appreciate your very detailed response and guidance,  I am going to move forward with this.
Thank you!  :) 

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