How add in automation notify message information from table?

[Marty_Nator]

Hello,
is there please an way to show in automation Notify message some of content from table (not only standard text)?

For example - automation will notify users when click “Shipped” - but need to show in notify message who clicked “Shipped” and on which row in the table - so to show in notification not only text message, but include who clicked “Shipped” checkbox and show also “Job number” from that particular row that was clicked “Shipped”. See pic below :

Thanks for help!
Marty

[Quentin_Morel]

Hi @Marty_Nator
No problem achieving what you would like !

When you set your automation, you need to keep in mind that modified row is know as Step1.Result, and also that the connected people is know as User()

Then, is this example I have an additionnel (but not mandatory) column where I will the notify with the name of who has clicked, and which row. But keep in my mind that you could perfectly set the message directly inside the Notify() function ! You can access absolutely any information from the modified row of your table using Step1.Result.X, X being the column you want

Have a look at this document and let me know

Cheers

Quentin

[Marty_Nator]

@Quentin_Morel Thanks for your fast help! Tested your formula, but receive in notification e-mail only job number and nothing more. Maybe it will be enough to use standard Notify function with text, just need to add somehow who clicked Shipped button and Job number there. Any idea please? Thank you! Marty

[Quentin_Morel]

@Marty_Nator

but receive in notification e-mail only job number and nothing more

What do you mean by “email notification”.
Could you share what you’re using.

Cause in my example I use classific coda notification and a automation, so that you can retrieve absolutely any data from modified row !

[Marty_Nator]

@Quentin_Morel Thank you so much, of course I made there mistake, so it sent only job number. This is now solved and your solution works great! Just now if edit anything in row, it sends the notification, that it was shipped. Can you please adjust formula, so it will send this notification really only when click Shipped?

One more thing - if need to include in notification also downloadable PDF file (which will be included in same row as File type column). Is this possible too?

Thanks!
Marty

[Quentin_Morel]

@Marty_Nator

Can you please adjust formula, so it will send this notification really only when click Shipped?

if you set the automation as I did, it should trigger only when Shipped column is modified. Are you sure you didnt set “Any editable column” ?

For pdf, I’m afraid you cannot attach pdf to a classic coda notification. But I’d suggest to have a look to Gmail pack. So that you can trigger a mail-sending with automation, and this mail could have attached files of course. But not with limited coda notification.

Let met know if necessary

Cheers

Quentin

[Marty_Nator]

@Quentin_Morel Found one mistake in Step 2 of automation, now it works well, great!

Thanks!
Marty

[Marty_Nator]

@Quentin_Morel One more thing - if user realize that he clicked Shipped by mistake and click it back to “unchecked”. Can you please help with second formula, that will “delete” previous notification and send new notification, that by this user was this row “Re-opened” - meaning, that checkbox was again unchecked. Thanks! Marty

[Quentin_Morel]

Hi @Marty_Nator

in your automation, you’ve got an If statement, and I set the automation to trigger only if the modification is corresponding to Shipped=true(). Consequently, if a user click to shipped by mistake and “cancel” it, it won’t trigger the automation ! But the automation will trigger again when he will “correct” his mistake.

What you can do is create a column “HasBeenCheckedOnce”, put it to “True” with the automation, and run the automation only if HasBeenCheckedOnce = False AND Shipped = True

With this setting, HasBeenCheckedOnce will go to True the first time a user click to shipped, and prevent any new notification by mistake.

But I would suggest your to have a look to CODA Buttons, that will extend a lot your possibilities, and even avoid the use of automation in this case ! Cause buttons can trigger directly an infinite numbers of actions…

[Marty_Nator]

@Quentin_Morel Hello, any idea please about some easy formula how to send notify e-mail at 7am with tasks and its dates, that are due today, tomorrow and that are past due? Thank you!

[Quentin_Morel]

Ahah @Marty_Nator this is a full mini-project that you are asking for. But as I’m in a good mood, here you go step by step !
This is a very simple example, but whit that you should be able to personnalize it as you desire !

• Consider a People table, with email (eventually coda account) and a Tasks table, with a due date and a status
  

  

• You can get a list of overdue, today and tomorrow’s task with 3 new column in People and formula like that, filtering people and dates

• Then you can digest an email body to be sent with Compose function, using the 3 previous columns, something like that

• use a pack like gmail and a button to send email to current email adress, and with email body as content

• Final step : set an automation that will fire every day at 7AM and click all buttons from People table

And voila !

Final gift, embed doc !

Cheers
Quentin