Re: Send table with dossiers related to each responsible person
Hello, I am trying to create an automation using the Repeating Group option but I can't get it to work.
I have a main table where I keep records of customer files. Each record has a responsible party that is linked to another table called "Responsibles," which contains the name and email address of each responsible party.
What I want is for the automation to check the file records every Monday and send an email to each responsible party with a table showing their files.
It is possible that a file may be assigned to more than one responsible party, so that file should appear in the table of the email for the different responsible parties.
I have been testing this but I don't know how to configure it.
Thank you.
Try setting up your automation like this:
The first "Find Record" action looks for records in "Responsibles" that have a linked customer file, giving us a list of responsible parties that have stuff to look over
The repeating group will then go through this list and use a "Find Record" action to get all the customer files for that specific party, and then send them an email with that set of customer files as a grid
