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Nov 14, 2023 08:16 AM
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
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Nov 15, 2023 02:30 AM
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
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Nov 14, 2023 03:18 PM
@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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Nov 15, 2023 12:35 AM
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.
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Nov 15, 2023 02:30 AM
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
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