AppSheet Lesson 21: Micra Stationery Part 13 Generating Documents with Bots

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Maldo & Asociados

Published on Premiered May 30, 2021
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This time we have improved Micra Stationery to have the name of the file that is generated when creating a sales note. The procedure is explained with the old Workflows and with the new Bots. 00:00 Cover 01:39 Introduction 02:35 The Application Map 03:14 Modification in Sales table 03:49 Defining the fields 04:16 Changes in Behavior Actions 04:46 Changes in the Workflow 06:59 Testing the changes 08:04 Deleting the Workflow 08:32 Automation 08:47 Preparing the work folder 10:49 Creating the automation 12:23 Creating the Note button 14:49 Testing the Note button 15:29 Creating the Bot 15:45 Creating the Event 17:55 Creating the Process 18:20 Creating the Task 19:20 Explaining the template 21:35 Explaining the modified template 24:39 Choosing where to store the note 26:10 Testing the Bot 26:52 Conclusion

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