Custom Email Reporting

Dustin_8weye6

Hello, i was looking to see if i could get a walkthrough/advice on setting up a scheduled automation.. 

I have an inventory board that contains a few lists showing a category of item (STAINLESS STEEL)

in this list are the variations of said category.. 

 

i am currently using Smart Fields in order to track the QTY of each variation. 

Currently, i have smart fields mirroring the value of QTY to a custom field.. 

I am hoping i could get some advice in creating an automation that will let me email current stock levels.. 

I am looking for a pattern format like this 

  Category(Stainless Steel)

   Variation(16 GAUGE)

    QTY(9)  

   Variation(14 GUAGE)

     QTY(6)

    Variation(12 GUAGE)

     QTY(6)

Category

   Variation

     QTY

   Variation

    QTY

   Variation

   QTY

 

i will have a total of about 3-4 categories that will be shown.. 

 

I have figured out most of this, as far as the automation side, i just cant get the information to show like i have listed above.. 

currently, i am using this scheduled automation 

"every day at 2:19 pm, create a report in variable "STAINLESS_STOCK_LEVEL" with all cards in list "STAINLESS STEEL" using pattern "[{cardname}] {{%QTY}}"

 

**side question- is there a way to instantly test a scheduled automation, i have just been changing the trigger time to a few minuets ahead, to get it to run a test. 

 

 

Hannah Humbert - Simpla Workflows

Hi @Dustin I'm not able to get it to appear exactly like your example, but this is the closest I got:



I couldn't see a way to add a line break so that the quantity custom field is nested under the card name. 

I've also grouped it by list name. 

Here's the command:

every day at 8:00 am, create a report with all cards using pattern "- {cardname} - QTY:{{%QTY}}" group by list, and send an email notification to "hannah@simplaworkflows.com" with subject "Test Report" and message "{$report}"

And you can trigger it to run immediately by selecting the little rocket icon