Nov 07, 2022 07:05 PM
I’ve setup an email automation where I have a list of employees that need to have certification that requires updating. I’ve listed the certification required and the expiry date of the certification.
I have started the automation with:
TRIGGER - At a scheduled time
ACTION - Find records (Name, Last Name, Certification Name, Expiry Date)
Find records based on a CONDITION
In the body of the email I want to insert ONLY the expired records that are found (in the first action, find records) in a grid list view , however it is inserting the ENTIRE grid of records which are mostly blank because the certification is not expired.
How do I insert only the records that are found to be expired??
Nov 07, 2022 08:16 PM
Could you share screenshots of your table, your automation setup and any formula fields you’re using?
Nov 13, 2022 04:54 PM
Nov 13, 2022 11:20 PM
Hi Tash, thanks for the screenshots!
Could you try setting up your
Find Records action like so for each certification expiry date field?