I teaching myself automations and have a requirement I cannot figure out how to get to work. Love ideas.I need to set up a daily automation that looks at all of the records in a certain table and if any record has yesterday's date, send a single emai...
I am learning automations and I have hit an error I cannot figure out.There are two tables involved in this automation:People table where the client master data residesClient Funding table where clients' stipends and grants get recordedHere is the lo...
I have two dates formatted the same way and displaying in the table consistently. When I add them to my email, I am getting two different formats. The data format in the table is US. One appears correctly (5/3/2024) and the other appears incorrectly ...
We will only want to send the email when there are records that match the condition. So check daily but only send the email when there are records in the view. When I read through the above link and tried to set this up, it doesn't seem to have a way...
So my colleague told me she usually uses ISO date format, not US. I changed the dates to ISO and they work perfectly in the email automation. There appears to be a bug using US format, even when you try to display a formula that is based on a US date...
It is actually two fields defined the same in a single record. Thank you for your offer to take a look. Since I am not a staff member at the non-profit I am helping, I will need to check to see if this is okay with them. I also created a support tick...
