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Aug 02, 2024 08:14 AM
Hey everyone,
I need to find a way to list all the values from one column if those values meet certain conditions. Right now, I'm struggling to even find a way to summarise all entries from one column. The values in the column are email addresses, and the conditions are chosen by a single-select field.
Just to clarify: I don't want to have one value/email address per line/record; I want to have all email addresses listed if they meet certain conditions.
Example: I have a table with multiple records where I have listed all my customers. One of the columns in this table is an email address field with the customers' email addresses. There is another column—a single-select field—where you can select the status of that customer, for example, Status 1, 2, or 3. Now, I would like to have all email addresses from that table summarised in one field and separated with a comma, if the selected customer status is 1 or 2.
I'm grateful for any hints I can get. ❤️
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Aug 02, 2024 08:22 AM
Try converting that single select field into a linked field to a new table. In the new table, add a lookup field for the email address, should do what you need!
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Aug 02, 2024 08:22 AM
Try converting that single select field into a linked field to a new table. In the new table, add a lookup field for the email address, should do what you need!
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Aug 13, 2024 03:06 AM
Thank you so much! That helped a lot. Is there a way to duplicate the entry of the record (the one with the string of emails) to another table? I'm asking because I need these emails for an automation, but the data source for the automation is of course not the same table as the one with the emails in it.
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Aug 13, 2024 03:08 AM
Hmm, I don't really follow, sorry! Could you provide some screenshots of the tables and talk abit about the business use case so that I understand better what we're trying to do?
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Aug 14, 2024 06:13 AM - edited Aug 14, 2024 06:15 AM
Unfortunately I can't send a screenshot of the table (even with fake entries), since this is a pretty sensitive topic 😞
Let me try to explain it again.
Thanks to you, I now have the specific e-mails in one line in table A, which is a look-up field.
I am now trying to automatically fill out a column with the e-mails in table B. So, as soon as a record in table B is created, one column of this record is automatically filled out with the e-mails from table A.
I am trying to so this, because I have e-mail-automations that run on the data table B provides, which means I can't use data provided from additional tables. This is why I need a "junction table", so I can send out e-mails to the right group of people.
So the questions is:
How can I copy the data from table A to table B?
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Aug 15, 2024 11:24 PM
Hmm, try creating an automation that triggers when a record is created in Table B, and have a Find Record action that'll look for the appropriate record from Table A. It'll then update the triggering record with the found record's emails?
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