Automation Help | Email Notifications

This is a common scenario. In general ...

- Use a "at scheduled time" trigger to get the automation to run once a week.

- Have a "find records" action that looks for records in the [Customers] table. Use a conditional rollup field to determine if a customer has any open orders that meet your requirements. (See my post on your other thread about the dates.)

- Use a repeating action group for each customer found.

- Within the repeating action group, do another find records to find the orders to include. Then have the send email action.

Thanks for the quick reply.

Could you please help with the repeating action part for each customer? I dont follow this sorry...

Hello,

Here are some screen captures to illustrate Kuovonne's solution that works perfectly.

Table client

Add a field "Weekly orders":

This field is a formula to count the number of orders that match "reporting conditions":

Automation

Trigger in this example is not "at scheduled time", but it does not change the logic of the automation

We start with a "Find records" action on table client to get the list of clients for whom there is something to report:

We then add a repeating group action set on the input list from previous "find records" action:

We add a new "Find records" action to find "opened orders" for the current client:

Where the client_id is identified with the repeating group's current item:

Finally, we add the "Send an email" action:

"Mail To" comes from the current item:

Mail's content is a grid from the second "Find records" action:

Here is what the mails looks like for client A:

Regards,

Pascal