Tag: #Table

3 articles found with this tag.

Work Samples / Email Design

Table Selection

The first step in designing your email template is selecting the data source. Table Selection allows you to choose which system tables the notification will pull data from. Configuration Steps Select Table: Choose the primary table (e.g., Manage Incidents, Service Requests). Toggle Availability: Initially, the Popover Form Elements and other dynamic elements will be disabled until a valid table is selected. Static & Dynamic Attachments: Static: Add fixed documents (e.g., Corporate Policy PDF). Dynamic: Configure attachments that vary based on the specific record (e.g., the specific Invoice for a transaction). Tip

Read Article
Work Samples / SMS Design

Table Selection

Selecting the correct data source is the first step in creating a dynamic SMS notification. Configuration Search: Locate the primary system table from which you want to pull data. Select: Choose the table (e.g., Service Requests). Available Fields: Once a table is selected, its relevant columns (fields) will appear in the Notification Elements panel, ready to be dragged into your SMS body.

Read Article
Work Samples / MS Teams Design

Tables

The Table component in the MS Teams designer allows you to interact with system transactional data directly within an Adaptive Card. Configuration Search: Use the search bar in the elements panel to find specific transactional tables (e.g., Service Requests). Selection: Select the desired table to see its available fields and records. Dynamic Insertion: Drag and drop fields from the search results directly into the card body. Note

Read Article
Back to all tags