Note:

This is the Preview release of dynamic email in AppSheet and is available to apps that are in AppSheet's Preview Program. As this feature is in preview, it should not be used for production use cases.

Configure a bot to send a dynamic email to one or more recipients based on an event, as described in the following sections:

See also Troubleshooting dynamic email.

What is dynamic email?

Dynamic email leverages dynamic email in Gmail (using AMP) and enables users to interact directly with your app in the email rather than clicking out to view the AppSheet app in a separate window.

Here's a quick demo:

For example, if an employee sends a request for a new chair (the event), you can configure the bot to send an email to their manager requesting approval before fulfilling the request.

With dynamic email, the manager can add notes and approve the request directly in the email, as shown in the following example:

To view the dynamic content, email recipients must be app users. If there are multiple email recipients, emails are sent individually to each recipient from amp-noreply@appsheet.com. Email recipients that interact with dynamic email content are counted towards your app usage.

Note: Dynamic emails are interactive for 30 days. After 30 days, the dynamic portion of the email will no longer render and users will have to navigate to the app to edit fields.

Get started with the sample app

Get started with dynamic email using the sample app:

  • Try out the Task Manager app.
    Click New Task to add and save a task. You will receive a dynamic email in your Gmail inbox where you can directly update the task status.

  • To see how the dynamic email task is created, check out the sample app.

Steps to send dynamic email from a bot

To send dynamic email from a bot, perform the following steps:

  1. Review current limitations with dynamic email.

  2. Create a view for the dynamic email.

  3. Configure the dynamic email.

See also Troubleshooting dynamic email.

Current limitations with dynamic email

The following table summarizes the current limitations with dynamic email.

Feature limitation

Description

Mail client (Gmail only)

Dynamic email is supported with Google Gmail clients only. If accessed using another client, the recipient will need to navigate to the app to edit the contents.

Domains (non-public)

Dynamic email can be sent to recipients within your domain only. This domain is based on the default email connected to your account. You cannot use dynamic email if you have a public domain, such as @gmail.com or @hotmail.com.

Note: If you want to create multiple apps that send dynamic emails to different domains, use two different accounts with different default email addresses.

View types (Detail, Form)

The following views are supported in dynamic email:

  • Detail view

  • Form view

Detail view limitations

The following Detail view configuration properties are supported for use in dynamic email:

  • Main image

  • Header columns

  • Quick edit columns

  • Column order

The following data column types are not supported as editable fields in dynamic email:

  • App

  • ChangeCounter

  • ChangeLocation

  • ChangeTimestamp

  • Color

  • Drawing

  • File

  • Image

  • Price

  • Progress

  • Ref

  • Show

  • Signature

Form view configuration properties

The following Form view configuration property is supported for use in dynamic email: Column order

In addition to setting the order of columns, Column order enables you to filter out unsupported column types for dynamic emails without having to create a slice.

Show column types

Show column types are supported in dynamic email. However, setting the Video category will display a Play video button, rather than embedding the video directly in the email.

See Customizing input forms for more information about using Show column types.

Action buttons (not supported)

Action buttons are not yet supported in dynamic emails.

Navigation to other views (not supported)

Navigating to other views from a dynamic email is not yet supported.

Forwarding dynamic emails

If you forward a dynamic email, the dynamic portion of the email will no longer render and users will have to navigate to the app to edit fields.

Time limitation (30 days)

Dynamic emails are interactive for 30 days. After 30 days, the fields will no longer be editable directly in the email and users will have to navigate to the app to edit fields.

Creating a view for the dynamic email

To enable users to interact directly with the content in the email message, you can add editable fields to the view that you use in the Send an email task.

The following views are supported for use with dynamic email:

View

Description

Detail

Displays and enables you to edit details for the current record.

To add editable fields to your Detail view, add one or more Quick edit columns. For details, see Quick Edit.

Each editable field is validated and saved as you move focus, and may trigger another bot.

Supported data column types

A subset of data column types are not currently supported for use with dynamic email, such as File or Image column types. For the complete list of data column types that are not supported with dynamic email, see Current limitations with dynamic email.

Supported configuration properties

The following Detail view configuration properties are supported for use in dynamic email:

  • Main image

  • Header columns

  • Quick edit columns

  • Column order

Form

Captures input from users. All fields provided in the Form view are editable in the dynamic email and validated when the user submits the form.

Supported configuration property

The following Form view configuration property is supported for use in dynamic email: Column order

Configuring the dynamic email

To configure the dynamic email, add and configure the Send an email task as described in Sending an email from a bot. When configuring the task, set Use Dynamic Email to the view that you defined in Creating a view for the dynamic email.

Only Detail and Form views will be displayed in the list. If you select a view that contains a configuration property or data column type for an editable field that is not supported for dynamic email, a warning is displayed in the editor. For more information, see Current limitations with dynamic email.

To preview the dynamic email, click Preview under the Use Dynamic Email drop-down list. The first record in the table is displayed, by default.

If you add a view to a dynamic email and subsequently edit the view, the dynamic email is refreshed in the recipients' Gmail inbox. However, if you include configuration properties or data column types that are not supported for dynamic email, an error message is displayed to current email recipients and in the AppSheet Admin UI to indicate that the dynamic email task configuration is no longer valid.

Did this answer your question?