We are using Airtable to track receipts. The current setup is a Receipts tab, where employees can fill out a form to submit their receipts.
The Staff tab, is where the list of staff names are that the staff choose from when filling out the form that goes to the Receipts Tab.
Then I have a 3rd tab for Reconciliation Month that the Finance Manager can apply onto the Receipts tab when they do the final approval of the receipts.
The workflow is that an employee will fill out the form when they have a receipt. Then once a month the finance manager will go in and review confirm which month the receipt applies to so that it will group together.
I am trying to get it setup to do an automation that sends the receipts to the finance manager by staff person by month. I am able to do the email that pulls all the receipts together for that month, but can't figure out how to break it down by person. The staff tab has a lookup of receipts by person, but it is pulling all the receipts. I know I can set a filter on the lookup field to be a specific month, but that would require changing the filter every month. Is there a way to do this more automatically where I can get just the month's receipts for that person. I've been trying to do it via interface and buttons and filters, but still can't seem to get it to do just those receipts.
re: If it pulls from the staff table it just pulls all the receipts
Hmm, how are you setting up the automation to find the receipts for the relevant month?
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re: Using the record review layout on the interface, the only button options are open record creation, go to interface page and go to external URL, it does not give the option to connect to an interface
Could you provide a screenshot of the "Action" dropdown in your Interface? I have the "Run automation" option available here:
For the month pull, I have the button on the interface:
When I choose the month listed on the interface, that's which receipts it emails.
Then, the automation:
For the record review - this is what it looks like for me. The only place I can add a button that triggers an automation is when it's a start from scratch interface page.
Hmm your automation looks like it's set up right and so I can't comment further I'm afraid. I'd need access to the base itself via a read-only link so I can see how your automation's set up specifically to figure out what's wrong, and here's the link to the documentation on how to do that: https://support.airtable.com/docs/adding-a-base-collaborator#adding-a-base-collaborator-in-airtable
For the Interface button issue, try clicking the right panel and adding the button there:
