We are using Airtable to track receipts. The current setup is a Receipts tab, where employees can fill out a form to submit their receipts. The Staff tab, is where the list of staff names are that the staff choose from when filling out the form that ...
For the month pull, I have the button on the interface: When I choose the month listed on the interface, that's which receipts it emails. Then, the automation: For the record review - this is what it looks like for me. The only place I can add a but...
Thanks - still having trouble there. If it pulls from the staff table it just pulls all the receipts. Using the record review layout on the interface, the only button options are open record creation, go to interface page and go to external URL, it d...
Hi - thanks so much for your help with this. One new question related. Our finance manager is interested in being able to email the receipts by person (by selecting the person) in certain scenarios rather than emailing everyone all at once. Do you ha...
I think I got it now - I had picked the wrong attachment option, so I think it is just doing the month now! Thank you so much for your help with this!!
So weird that you couldn't see it, but thanks for giving it a try. You for sure got part of it! Thank you so much! I did now get an email for each staff person. Two follow ups - it still sends me all the receipts rather than just the month I have cho...
