Hi there,
I’m trying to set up an automation that sends an email every day at 12:15am notifying security about who wants to come onto site today, and if they are “not approved”.
The email includes a grid of all records that match the conditions “date of entry is today” and approval status is “not approved”
I would like to include that day’s date in the subject line and the body of the email. I’ve set up a formula field to give me today’s date, and another field to format how I want it to look in the email, purely for the purposes of this automation.
My automation is set up as follows:
- Send email at 12:15am every day
- Find records where date of entry is today, and approval status is not approved
- Send email
To insert today’s date into the email subject and body, I was inserting the field ‘todays date formatted’ from the find record step. But if I have say 3 records, it gives me the date 3 times.
Is there any way around this?
Ideally I would like the email to say:
Subject: Non approvals for “date”
Email: “People not cleared to come to site on “date” are as follows:” followed by the grid
Thanks community!
