Report notifications allow you to email a pre-defined WorkMobile report to specified individual as either a PDF, Word or Excel document. Report notifications require a form with an active report on the account.
Choose from either the default noreply@esayworkmobile.co.uk, the email address associated with your account, or a custom email address.
If you're sending to a fixed address click the Specify Address radio button and enter an address. You can add additional address by clicking the Add button.
You can also use a dynamic address, i.e. an address that's been entered onto the form. To do this click the Choose Field option and use the drop-down list to pick a field from your form.
You can either enter in a fixed subject line or build up a dynamic subject line by using the Select Field drop down to 'mail merge' data into the subject line.
Using the editor, you can build up and format the body of the email using features you'd find in a simple Word Processor. In addition you can use the Select Field drop down selector to 'mail merge' data into your body text.
Report Attachment
If the form associated with this notification is also associated with a job type, you'll be given the opportunity to choose which status changes will trigger this notification to fire. You can choose one more more states.
When the notification is triggered, your recipient should receive an email with your message and an attachment containing the data from the form in the selected report.