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
Solved! Go to Solution.
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
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.
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.
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