Podio

Workflow Automation: Create a Detail Table

January 22, 2024

Contributed by:

J C

Use Detail Table to create an HTML Table from a collected set of Podio Items.

First, collect the Items required for the Table. This can be completed using the Get Referenced Items, the Search for Items or the Get Podio View

Table Items

Next, add the Detail Table action. Select the Podio App of the collected items from and the specific fields which will be used as column headings. You can also choose the sorting order of the table data.

Table Action

Then, add this HTML Table into the rich text box in a PDF or Email action using the Field Token Selector.

HTML Table

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Workflow Automation: Create a Detail Table

January 22, 2024

Contributed by:

J C

January 22, 2024

Contributed by:

J C

Workflow Automation: Create a Detail Table

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