Email templates using data from iWork Numbers spreadsheet
As a photographer, when I get a call from a client to book a shoot, my first step is to open my bookings spreadsheet in Apple's Numbers and input the client's info into pre-determined columns: name, phone number, job date, job scheduled arrival time, job address, job city, travel distance, details regarding the shoot, and then I have a list of columns that specify costs (cost for work, taxes, travel, etc--automatically calculated via functions in spreadsheet).
Immediately after I insert this information into the bookings spreadsheet, I open another file (a text file)--a text template I created to confirm bookings--and fill in the blanks using the information from the spreadsheet. Once that info has been filled out, I copy and paste the entire text file into an an email and email it to the client for his confirmation/records. The email template text (txt) file I use is included below.
Question: Is it possible to create a script that will read the specified row in my Numbers booking spreadsheet (ie, the row where I input the information in the spreadsheet) and have the information inserted into the separate text confirmation template (apple pages or text or email?) at specified areas within the text? If so, can someone help me make something like this? Here's the template I use:
Hi clientnamehere
It was nice chatting with you. And thanks again for choosing us for your photography needs.
For your convenience, I've outlined the details of your booking below. Please ensure everything looks OK:
_Order Confirmation_
As discussed, we've booked the following services:
- [deletethose_that_don't_apply_incl_thisnote]
- real estate photos
- upscaling photos
- virtual tour
- hd video tour
- customizable slideshow
- floor plans
- brochure design, print, & delivery
- virtual staging
- photoshop touchups
For the following location:
- property_address, city, postal_code
On the following date and time:
- month_date at time
Note: If any of the above is incorrect in anyway, please email us asap.
concision edit
Message was edited by: thebigother
Let's begin with your first question:
I've tried to change the "Template.txt" file into an rtf so that I can apply bolding and underlining to certain sections (ie, bolding to the entries like client_name, job_date, etc... and underlining to the "Steps"), and I changed the script from Template.txt to Template.rtf to reflect this change... but when I run a script I get a bug... is there any way to use an rtf file in place of the txt?
The following script should work with an RTF file, provided you don't mind using [GUI Scripting|http://www.macosxautomation.com/applescript/uiscripting/index.html] (in blue below). Before running the script, you will have to enable the Accessibility Frameworks by clicking the checkbox labeled "Enable access for assistive devices" in the Universal Access System Preference pane.
*set theTemplate to POSIX file (POSIX path of (path to desktop) & "Template.rtf")*
*tell application "Numbers"*
* tell table 1 of sheet 1 of front document*
* set theValues to value of cells of row 1 of selection range*
* end tell*
*end tell*
*tell application "TextEdit"*
* open theTemplate*
* set theText to text of front document*
*end tell*
*set theText to replace("clientnamehere", item 1 of theValues, theText)*
*set theText to replace("property_address", item 2 of theValues, theText)*
*set theText to replace("city", item 3 of theValues, theText)*
*set theText to replace("postal_code", item 4 of theValues, theText)*
*set theText to replace("month_date", item 5 of theValues, theText)*
*set theText to replace("at time", "at " & item 6 of theValues, theText)*
*tell application "TextEdit"*
activate
* tell application "System Events"*
* keystroke "a" using command down* -- “Select All”
* keystroke "c" using command down* -- “Copy”
* end tell*
* close front document without saving*
*end tell*
*tell application "Mail"*
activate
* make new outgoing message with properties {visible:true}*
* tell application "System Events"*
* keystroke tab & tab & tab & tab & tab* -- five 5 text fields at most
* delay 0.25* -- adjust if necessary
* keystroke "a" using command down* -- “Select All”
* keystroke "v" using command down* -- “Paste”
* end tell*
*end tell*
*on replace(X, Y, theText)*
* set P to offset of X in theText*
* set L to length of X*
* tell front document of application "TextEdit"*
* delete (characters (P + 1) through (P + L - 1))*
* set character P to Y*
* return its text*
* end tell*
*end replace*
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Sub NewRFI()
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Sub NewRFI()
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