Oct 01, 2020 05:40 PM
Hi!
Hoping someone has done this before.
I have a list of customers and their email addresses organized into groups. So I have 3 columns: customer name, email, and group #. I’m looking to make a new table for email automation. I’d like to pull all emails associated with a single group number into a CSV field called “recipients.”
Is this possible? I’d appreciate some guidance if so. Alternate workflows welcome.
Thanks!
Solved! Go to Solution.
Oct 02, 2020 11:04 AM
You know what nevermind about step by step, since its only two steps. Just replicate what you see here:
(I used a Lookup field but again you could do the same with Rollups)
Oct 01, 2020 05:54 PM
You could do that if {Recipients}
is either a Rollup or a Lookup field.
If the {Group #}
field is a LinkToAnotherRecord type field pointing at the table [Groups]
, then the [Groups]
table could have a Lookup type field pointing at your [Customers]
table’s {Email}
field. This will give you all the emails associated with that group.
Oct 02, 2020 09:45 AM
A lookup wouldn’t combine multiple values into the same cell, would it?
I’ll give rollup fields a try.
Oct 02, 2020 10:02 AM
Hi @Kamille_Parks, I’m only seeing numerical calculations…so that’s not quite what I am looking for. To be clear, I’m looking for a list of emails not the number of emails.
Oct 02, 2020 10:15 AM
Yes, Lookups list the value of a particular field for each linked record in a single cell. If you want to use a Rollup field use any of the Array functions.
Oct 02, 2020 10:31 AM
Hi @Kamille_Parks, could you please provide some more detail? I don’t know if I want to use a Rollup field. Is there a good example of using a formula to pull email addresses into a single field out there that you’ve seen?
Oct 02, 2020 10:33 AM
We’re going to walk through this step by step. Have you made the {Group #}
field a LinkToAnotherRecord type field?
Oct 02, 2020 11:04 AM
You know what nevermind about step by step, since its only two steps. Just replicate what you see here:
(I used a Lookup field but again you could do the same with Rollups)
Nov 14, 2023 01:08 AM
Hi! Could you please reopen the link so I can use it as well?
Jan 22, 2024 09:36 AM
@Kamille_ParksI would also really like to use this solution, if you're able to reopen the link! Thank you!