Aug 10, 2024 05:16 PM
Hello,
We are trying to replicate functionality from a system we are phasing out. The function allows the user to view a list of accounts, filter based on fields, and then send an email to the resulting filtered list. I'm wondering if there is a way to do this via the automation builder or scripting. I understand how to do this for a static list of filter parameters, but I want to create an interface (or some other mechanism) to allow users to determine the parameters themselves.
Inputs: Users select parameters from a set of drop down fields in an interface or some other UI element (Stacker, make, etc.) (E.g. User role, Department Name, etc.)
Process: Automation system parses those user inputs to generate a string of email addresses that matches the criteria from the user input. (E.g. If the user selects "Role = Admin", the system would return the list of email addresses where the user record has a role of Admin)
Outputs: The automation would then pass the parsed string of email addresses to the "To" field of the "send an email" automation step.
Aug 10, 2024 07:15 PM
Hmm, that'd require the interface filter elements to directly affect the data somehow, which I don't think is possible I'm afraid. After they create the filter they need, they'd need to modify the records in view manually, perhaps by marking a checkbox for all of the records. (They could do this easily by doing one and pasting it into the entire column, but I understand how this might be hard to deal with for people who aren't that familiar with Airtable)
A possible janky solution would be to create a new table called "Filters" or something and link all your records to a single record in that table. You could then add fields per "filter", roll them up into the main table, and use formulas to filter stuff out. You could then use an automation to grab everything from that view and email those records only