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Jun 04, 2022 03:13 PM
Hey guys -
Need your help with an automation that I’m stumped on (or maybe it’s not solved by an automation).
Ultimately I’m trying to get an attachment to be sent via email when a record status is updated to a completed status. The attachment to be sent will be different depending on 2 separate criteria in that row. The attachments available will be the exact same every time depending on the criteria they match and exist in a separate table within the base.
How the heck do I get those pulled into the record so that they can be sent when the record status moves to complete?
Jun 04, 2022 09:09 PM
Hey Alex, I think you’ll need to add a Find Record
step to look for the record that has the specific attachment you want, and then add the attachment from that record
And so the idea would be:
I’ve set something up for you here
The bit about adding the attachments always confuses me, so here’s a screenshot of the relevant part of the docs