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Jul 09, 2022 09:42 PM
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!
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Jul 10, 2022 11:27 PM
Ha, whenever I face this issue I end up creating a new table with a single row with the today's date formatted
field equivalent, and getting my automation to search for that record instead
Hopefully someone else has a cleaner solution
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Jan 23, 2024 05:06 PM
Running into same issue. I'd rather not create another table for the sole purpose of having a date, but seems to be the current easy solution.
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