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Automate email message - splitting out fields with multiple links over multiple rows

  • November 14, 2023
  • 3 replies
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Hi, I am trying to automate an email message with invoice details for the finance department to create an invoice. For each record (invoice) I have one or multiple sales, invoice lines, so each record will have fields with multiple linked data. In the body of my email I would like to split out these fields by the invoice line (sold item), but they lump together by the fields on one line.

Message body build up:

 Below you can see Sale #1 and Sale #2 with their corresponding fields are clustered on the same line. I need them to be on separate lines with their corresponding fields:

Thank you.

Best regards

Christopher

Best answer by Clembke

I found a solution, at 12 min in he describes the solution. He is using a Google Doc, but the process is the same for email. https://youtu.be/WEHEVqxB4ps?si=4FiMdQC8A3LnA3rD

3 replies

stevendasilva
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@Clembke Any chance you can send screenshots of the bases that show the data, and any linked tables? 

Just need a bit more context. 


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  • Author
  • New Participant
  • November 15, 2023

@Clembke Any chance you can send screenshots of the bases that show the data, and any linked tables? 

Just need a bit more context. 


Hi,

Here's a screenshot of the tab in question:

 The linked tab's aren't relevant as I am just looking to display data from this tab. I am thinking I might have to have it put in a spreadsheet first and then put in the body of the email, but is there away I can tell the automation at the email level to split the two sales into two lines and display the relevant corresponding data on the correct line.

Thanks.


Forum|alt.badge.img+5
  • Author
  • New Participant
  • Answer
  • November 15, 2023

I found a solution, at 12 min in he describes the solution. He is using a Google Doc, but the process is the same for email. https://youtu.be/WEHEVqxB4ps?si=4FiMdQC8A3LnA3rD