Send email to selection from form field

The simplest solution is to add a lookup field in your Requests table, which looks up the associated email address with the linked record to the RAM table. That would pull in the necessary data for your email automation to run. That field can remain hidden to the form submitter, so it's just an operational field for the automation. 

If you really don’t want to do that, you could do a Find Records action where Record IDs match between the two tables, but honestly it’s just more complexity unless you need it.

Thanks for the quick reply. I have just added a lookup field to the form to identify the email address as a new field. But when I select this new field in the automation I have the same issue, it displays as a Table ID number and says this is not a valid email address.

 

Hi ​@samcooney,

You’re getting the ID rather than the email because you are looking in the Base structure. 

If you select “When a record matched conditions”, which refers to your triggers step, you will get the email address itself. 
 

Okay thanks for the tip - feel like we are getting closer.

Under ‘When a record matches conditions’ I have selected Email (from RAM), it then asks to select Length, Linked Record ID, or value. What option should I be selecting from here? I cycled them all - non of them work, still giving an error on the To line. 

You will want to select “Value”. You may be getting an error because your first step isn’t supplying any data for the automation to work with. I see your trigger step has a condition that Date End is today. If no records match that condition, then there won’t be any records from which to pull an email for the To field. 

Perhaps you could try setting the automation trigger to be when the email lookup field is populated?  That’ll ensure that it’ll trigger properly and I’ve set up an example here for you to to reference!

Ah this looks to be it. I think I was running the automation test on a entry that didn’t meet the required values (end date was not today). I made a test entry with the date ending today and the automation is working fine.

Thanks all for the responses!

Solution: The issue occurs because the automation is pulling the field reference (Field ID) instead of the actual email value. Here’s how to fix it:

1. Ensure the lookup pulls the right data: If you're using a Lookup field to retrieve the Area Manager’s email, replace it with a Rollup field using the formula ARRAYJOIN(values, ", ") to return a plain text email.

2. Adjust the automation settings:

   • In the "To" field of your email action, click the blue + icon.

   • Navigate to the step where the request form data is collected.

   • Select the linked record to Area Manager, then drill down to choose the email field.

3. Test & Debug: Run a test to confirm that the email populates correctly.

If this gets too complicated or doesn't work as expected, feel free to reach out, and I’d be happy to help further!