Adding a query to an email

Mark HHP

Hey guys.

So I need to automate an email to go out daily with the Consultants Calls and Interactions. So basically just need to pull a Query showing the following details (see attachment)

So either it runs query at a certain time then attaches the csv to email somehow or embeds the query in the email. I don't know, I've hardly touched the email features. Has anyone done anything similar to this? And for some reason, I've never had success scheduling things. But that's probably just me

weblike

Hi Mark,

PM me, and I will help gladly. I'm using a lot email features...

Cheers,

tford

Mark,

You can accomplish this with LIST_TABLE. Following is the initial value of the Message attribute in an Outgoing Email notification:

For example, "Re-enrollment Stats" is a query used in the first table displayed in this email. There are 5 columns shown in this first table in the email. See the User Guide for the syntax of LIST_TABLE.

I suggest a 3 step approach:
1) Get the Query to work that you would like to display in the email, but don't associate with an email yet
2) Build and test the email using the query from #1, but don't try to schedule it yet.
3) Once you've done #1 and #2 --> schedule it.

Mark HHP

Ok cool. I now have two different ways to tackle this. Thanks so much.

Mark HHP

So Tom, you seem to do a lot of work regarding schools? I'm always interested to see different and varying applications for Aware, not just CRMs and business applications.

poshaccy

Hi, although this is an old post I have found it useful in sending a summary of "daily sales invoices" via an email.

I have set up an email that sents the data which is listed in the body of the text, it uses a query Sales AnalysisDate, see below

<<LIST_TABLE (Sales AnalysisDate,CalculatedName,Description,Amount,TotalPurchases,TotalTyrePurchases)>>

However, when the query is run as a normal query within AIM it also sorts the data by an attribute and then displays subtotals - can the table within the email be sorted by an attribute and can subtotals also be included within the table?

Many thanks
Paul

Jaymer

search this forum for "LIST_TABLE"

i'd say NO on Subtotals

But just as easy (kinda) to run a report to a PDF and email that.

hpl123

Use LIST_TABLE_START instead of LIST_TABLE. LIST_TABLE_START and LIST_TABLE_END just print the data and not the actual query/grid i.e you provide that yourself (HTML) and if I am not mistaken, you can sort the data any way you want and to do that, use a query in the function (e.g LIST_TABLE_START('MyQuery')) and set the sorting in the query itself. This function doesn´t display subtotals but you can add that yourself in most cases (add the subtotal attributes below the actual query/grid in the HTML).