I have a workflow that I need to get done in Airtable:
The user fills a row in a table.
The row that gets filled is made into a pdf using page designer.
The designed page is sent as a pdf to some static email addresses.
The pdf also needs to be stored in another table as an attachment.
I did the first two parts. I’m having trouble doing the other two as I cannot figure out anything to do about it. I would be grateful if anyone helps. Thanks!
You can create the last two steps of your scenario using "automations."
when the PDF is saved into airtable, use the automation tool to send that attachment to the email provided using an IF statement.
You can then create a THEN statement for the automation to complete after each email has been sent.
You'll need a pro account if you want to send more than 100 emails per day I believe.
It seems that specialized software is better suited for your tasks, which allows you to generate PDF files from a row, send them to recipients, and save them in another table as an attachment.
I use Plumsail Documents for such purposes. This software allows you to generate documents with data from any system, sign them, send them by email and save them across any app. This software has many integrations, including Airtable. The good thing is that they have a free trial period of 30 days, with no credit card required. I recommend reading an article about comparing Airtable Page Designer and Plumsail Documents.
In short, you will need to follow a few steps:
Create a document template in Plumsail Documents processes to
generate documents with data from Airtable from this template;
Configure the delivery and storage parameters of the finished
document;
Connect Airtable to Plumsail Documents using Zapier or Power
Automate and configure data transport from Airtable to document
template;
Related
I need to automate sending multiple pdf documents (one needs a signature) to 150 recipients using docusign. I have looked through the documentation but not getting anywhere. Appreciate any help or suggestions.
Thanks.
I have looked through docusign's documentation but could not find how to automate this. As per the documentation, one document can be sent to multiple recipients. In my case one of the pdf document is unique to a recipient and the other is common to all recipients which needs a docusign.
So, the process known as "bulk sending" can be used to send similar docs to many recipients. I say similar, because if the changes are minor, you can do them by using custom fields, tabs or some other mechanism (Say you just need a different amount in each doc, but everything else is the same).
However, if you truly need 150 recipients to get 150 different documents, you cannot use bulk send.
In that case, you have to just create 150 envelopes from your code. You can use a loop to iterate and just create them one at a time. If you can create one, you can create 150, it's just a matter of fetching your documents and recipients from a database of something and going in a loop.
I maintain ~450 unique Google Sheets for all of the teachers in our school district (updated nightly using a python script). For auditing and reporting purposes I would like to track opens and edits of these Sheets.
I've found the Changes resource that should be able to help me identify edits, but that's only getting me halfway there. Is there any Drive API Resource out there that will identify page views (count, most recent) by user?
Track Google Drive document changes using the Reports API from the Admin SDK.
What you are trying to do can be achieved using the Reports API.You can have a list of all the file IDs and use the activities.list method and set the userKey parameter to "all" so that you get the activities from any user, or set a specific email address or user ID to get the information from a specific user only.
The applicationName parameter needs to be set to "drive" so that it recognizes that it is the Google Drives report the one you are accessing, and then for the filters parameter you can use for example "doc_id==12345" (replace 12345 with the file ID) to get the activity report from a specific document.
An example:
Note: Be aware that this can only pull information from the last 6 months.
I am trying to retrieve all products from shopify using Alteryx Designer Download Tool
Download tool takes an API URL as input and returns download data from it
https://exampleshop.myshopify.com/admin/products.json
When i tried to input this URL its only giving me 50 products.
Is there anyway to fetch all products in Alteryx Designer?
Take a look at the last line in the JSON returned. It should have a link for the next call of 50 items, however you may be able to put a payload into the original call with limit=250, meaning less iterative calls.
To deal with paginated API responses, an iterative macro can be used in Alteryx. You can find examples of such on the Alteryx Community.
If you type IAM <GO> in the terminal you'll be shown the UserID, UUID, CLID etc.
Is it possible to extract this information through blpapi when using the Desktop API to connect via BBComm? I've seen references to Identity and populating that by sending an AuthorizationRequest but it appears that's only relevant for SAPI/B-PIPE.
To the best of my knowledge and after asking a couple of Bloomberg reps - this isn't possible. The best work around which I've found is: each user creates an EQS screen called their UUID. Add some filtering which causes this screening to return nothing. Then the application, upon start up, requests all possible UUIDs as EQS screens and stops when it doesn't get back an error - that's the UUID.
This is a dirty, dirty hack and, granted, this only works if you have few distinct users using your system. You don't want to ask may users to create such a screen and probably don't want to iterate over thousands of EQS screen names.
There is a "SID report" which is provide together with monthly invoices from Bloomberg which contains the UUIDs for users - this can be used to look up existing users but when setting up a brand new account you have to manually copy this information out of the terminal.
I have an HR solution created using VB.Net, with SQL Server 2008 R2 as its back-end.
I have a new requirement from my client where the program sends payslips to each employee of a department automatically by the end of the month.
Sql can do this. But the output from SQL is just text and the client wants to stick to the Payslip report designed in the program.
Currently the end user has to select each employee, view his/her payslip, and click E-mail report. This report is handled by SSRS inside the .net application.
Is it possible to use the meta data of the report in an email body, so that it produces an html page for the receiver?
If i create a SSRS report manager, and schedule automated back ups, I presume I won't be able to loop through employees and so on. Am I wrong here?
Is there a way to run a report, take a snapshot, and send an image attachment to respective employee?
One approach is the sheduled task. You could write a console application that 1st checks end of month every time it runs, loop through the employee and generate report. Now you can build a html report if you want and send an email with the Mail object IsBodyHtml= True mail message html property and tge body will be html string which u will need to construct or as pdf attachment of the report generated by ssrs.
There are many approaches.... Windows Service is probably my fav.
Second the scheduled task/windows service. You can have a developer write a .net function that uses the System.Net.Mail.MailMessage class to generate an email. You can even have the developer create two alternate views for the email, one that is a prettified html version and the other that is a plaintext version. That way if the receiver cannot view html on their device, they can still see the necessary data.
Just take all of the SQL data and programmatically insert it into an html file with placeholder text for your variables.
Then, using your smtp credentials, send the email out to all of the employees.