Can someone help me please ?
I set up an automated email to send a grid view every week in a list view.
The email is well sent and received the first time, but afterwards it does not pick up the updates that I make in my grid. So if I bring a change to my grid, it is not reflected in the email that is sent out ! it has last week data…
Would someone be able to help please ?
So hereunder is the automaion I set up :slightly_smiling_face:
The email it sends out should show the up-to-date info in my base. I took a screenshot and circled in yellow a field I updated manually in my base - but you’ll see in the following screenshot, that it shows differently
MY BASE :
THE EMAIIL SENT OUT
Second question, while I’m at it… :slightly_smiling_face: in my grid view orders the list by date… but the email sent out automatically does not… Is there a workaround ?
Are you still testing the automation, or is the email from an automation that is already running. If you are testing the automation, the automation may have old data stored for the test. You can refresh the test data by retesting the trigger and every step of the automation in order.
It is also possible that you are running into timezone issues with the dates when doing the find records. The automation may be finding records that are different from what you expect because it is performing calculations based on GMT time (even though the user interface may display date/times in your local time).