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How to Sort Grids/Lists in Email using the Find Records Automation

S

Hello again!

I am trying to create an email report where I use the automation flow below:

At a certain time > Find Records > Outlook: Send Email

I’m using the “Find Records” action to search for where a checkbox is flagged, then using those records to input a grid or a list into the email. The issue is that I can’t reorder the fields or sort the list/grid it creates.

Is there either, another way to do this WITHOUT A THIRD PARTY APP, or is there something I’m missing that allows you to sort records/reorder fields?

Best answer by Sevanna_Shields

ScottWorld wrote:

Maybe in the future! Automations are relatively new to the platform. I would check out Integromat — they have a free plan.


Thank you, I really appreciate it.

My company is verify strict with where we allow our information though so I would have to go through the whole process of getting it approved all the way up the latter and honestly it just isn’t worth it just for the convenience.

I ended up just creating a view specifically for what I wanted, sorted and filtered how I like, then input that into the email using a view only share link of that view. So now I only use the find records to count the length of the list.

My markdown formatting to get the link to be a link and not just text if anyone needs it:

[Text I Wanted the Link to Say](Insert Airtable Share Link here)

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    7 replies

    ScottWorld
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    • ScottWorld
    • Brainy
    • 8739 replies
    • May 25, 2021

    Nope, you’re not missing anything. It seems like Airtable sorts the records by the creation order of the records. Same thing with the fields.

    Sadly, there is no way to control this unless you write your own JavaScript script, or use a 3rd party automation tool like my personal favorite Integromat.

    S
    1 person likes this
    • S
      Sevanna_Shields
    S
    ScottWorld wrote:

    Nope, you’re not missing anything. It seems like Airtable sorts the records by the creation order of the records. Same thing with the fields.

    Sadly, there is no way to control this unless you write your own JavaScript script, or use a 3rd party automation tool like my personal favorite Integromat.


    Thank you, and to double check, there’s no way to send apps through email is there?

    I love the ease Airtable gives but at the same time, I don’t know coding or scripting and my company isn’t paying for all these third party apps. It’s just so frustrating sometimes when I KNOW there’s a way to do something but I can’t because it hasn’t actually been added by Airtable.

    ScottWorld
    Forum|alt.badge.img+20
    • ScottWorld
    • Brainy
    • 8739 replies
    • May 25, 2021
    Sevanna_Shields wrote:

    Thank you, and to double check, there’s no way to send apps through email is there?

    I love the ease Airtable gives but at the same time, I don’t know coding or scripting and my company isn’t paying for all these third party apps. It’s just so frustrating sometimes when I KNOW there’s a way to do something but I can’t because it hasn’t actually been added by Airtable.


    Maybe in the future! Automations are relatively new to the platform. I would check out Integromat — they have a free plan.

    S
    1 person likes this
    • S
      Sevanna_Shields
    S
    ScottWorld wrote:

    Maybe in the future! Automations are relatively new to the platform. I would check out Integromat — they have a free plan.


    Thank you, I really appreciate it.

    My company is verify strict with where we allow our information though so I would have to go through the whole process of getting it approved all the way up the latter and honestly it just isn’t worth it just for the convenience.

    I ended up just creating a view specifically for what I wanted, sorted and filtered how I like, then input that into the email using a view only share link of that view. So now I only use the find records to count the length of the list.

    My markdown formatting to get the link to be a link and not just text if anyone needs it:

    [Text I Wanted the Link to Say](Insert Airtable Share Link here)

    A
    J
    2 people like this
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      Anthony_William
    • J
      JanData
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    • Dillon_O
    • Participating Frequently
    • 8 replies
    • November 8, 2023

    Has there been any update on this issue?  It would be good to be able to reorder this information.  

    S
    A
    J
    6 people like this
    • S
      Support_IT
    • A
      Attaboy
    • J
      JessicaMcMullen
    • R
      redtable
    • K
      Kristengo
    • B
      banniepan
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    • JasperKoning
    • New Participant
    • 3 replies
    • June 4, 2024

    Oh man, I was also really hoping this would be possible. I also noticed in another list view that it orders items based on creation order, which is very useless. And Integromat is no more, so that's not an option anymore.

    C

    Good news — Airtable now has a Sort List action that lets you sort the results of a Find Records action in your automation! I'm not sure when they added it but I noticed it today and it worked beautifully.

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    H
    2 people like this
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      Dillon_O
    • H
      Haydee

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