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Creating Catalogs to Email from Table Views

Topic Labels: Automations
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Hi there!

I am trying to figure out a way to create book catalogs to automatically email customers from specific table views. I do something similar for sales: When the Shipped field from my Sales table is checked, an email notification automatically goes out. In this case, though, I’m hoping to send multiple books in a single email, and hoping to avoid the awkward bunching together of ALL TITLES, ALL AUTHORS, etc. Ideally, all the records would be displayed with their seven fields in this format:

AUTHOR. Title. Place: Publisher, Year. Description. Price.

Any suggestions? Are there any extensions that might make this possible? Thanks in advance for any ideas or expertise you might be willing to share!

2 Replies 2

Hi @Alba_Machado2

The best way to do that is to have a formula in the Books table with those fields, then link the books to the customers, then you can lookup / rollup the new formula field to the customers table where you can send the email

Gonna try it out. Thanks for the suggestion! I’ll let you know how it goes . . .