Re: Email Automations

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4 - Data Explorer
4 - Data Explorer

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:

  1. TRIGGER - At a scheduled time

  2. ACTION - Find records (Name, Last Name, Certification Name, Expiry Date)
    Find records based on a CONDITION

  • Where (Name of Certification) is one month from now
  1. ACTION - Email

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??

3 Replies 3

Could you share screenshots of your table, your automation setup and any formula fields you’re using?

4 - Data Explorer
4 - Data Explorer

Screenshot 2022-11-14 105213
Screenshot 2022-11-14 105239
Screenshot 2022-11-14 105304

Hi Tash, thanks for the screenshots!

Could you try setting up your Find Records action like so for each certification expiry date field?
Screenshot 2022-11-14 at 3.19.37 PM