Automatically export a view and send as an attachment
When a user clicks a button, I am setting a value on a record to show that funds have been issued. The user now wants to receive an email with an Excel report attached so that they can import it into Sage.
I have created the email with a link to a published view and set a parameter to filter it to the correct record:
email_content ="
Click <a href='https://creatorapp.zohopublic.eu/<zohousername>/<applinkname >/report-perma/Funds_Issued_Export_for_Sage/<permalink>?ID=" + "<record_id>" + "'>here</a> to export the data for importing into Sage"
But that sends an email with a link to the view, and the user has to follow the link then export the data themselves. Is there a way to create a file from the view automatically and attach it to the email please?
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.