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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. ❤️
Solved! Go to Solution.
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!
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!
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.
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?
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?
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?