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Airtable Email Automation - Dynamic Clickable Urls from Records


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Hi guys, any help here would be great. I am trying to make a list of records automatically send to me every 24h, this list is based on status, all of this works, but my problem is I can't seem to get the list to be clickable?

Tried both:

[Link Text][List of 'Base record URL']
and
[Link Text](List of 'Base record URL')

Any help to make these clickable would be great

 

 

10 replies

Pascal_Gallais-
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Hello,

Try the following.

Remove everything within the message input zone

Click on the + sign and select "Find records":

My advice is to select the grid option:

Select the field values that you want in the grid and click insert:

It should look like this:

Regards,

Pascal

 

 


TheTimeSavingCo
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Pascal_Gallais- wrote:

Hello,

Try the following.

Remove everything within the message input zone

Click on the + sign and select "Find records":

My advice is to select the grid option:

Select the field values that you want in the grid and click insert:

It should look like this:

Regards,

Pascal

 

 


Adding on to @Pascal_Gallais- 's solution:

To get the Grid to work you're going to need a long text field with rich text formatting turned on, and then in it you'll need to put the hyperlink to your record.  I'd recommend doing this with an automation:

Resulting in this: 


And your sent out email would look like this:

Link to base


Pascal_Gallais-
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Thanks @TheTimeSavingCo ,

I missed the point with the need for a link to the records.


kuovonne
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  • Brainy
  • 6001 replies
  • September 18, 2024

The main reason why your link is not working is because you have a LIST of record URLs, and not a single URL in your link.

Adam and Pascal recommended using a grid in the email to break out the links for each individual record. 

Another possible option is to use a formula field to generate the markdown code for the link and then put a list of that formula field in your email. You would have to hardcode parts of the url, but it would not take up any automation runs. 


TheTimeSavingCo
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kuovonne wrote:

The main reason why your link is not working is because you have a LIST of record URLs, and not a single URL in your link.

Adam and Pascal recommended using a grid in the email to break out the links for each individual record. 

Another possible option is to use a formula field to generate the markdown code for the link and then put a list of that formula field in your email. You would have to hardcode parts of the url, but it would not take up any automation runs. 


Interesting!  I was playing with this and couldn't figure out how to get the grid / list to display the hyperlink, could you help me have a look at my setup to see where I'm messing up?

This is how my data looks:

And this is how the preview looks:

 


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  • Author
  • Participating Frequently
  • 7 replies
  • September 19, 2024

Thank you @Pascal_Gallais-  and @TheTimeSavingCo  that solution worked. I was curious though, is there anyway to update the order of the fields within this grid view?

Curious @kuovonne to hear a bit more about your solution aswell!

Thanks for the help everyone!


TheTimeSavingCo
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AFTS-STEVE wrote:

Thank you @Pascal_Gallais-  and @TheTimeSavingCo  that solution worked. I was curious though, is there anyway to update the order of the fields within this grid view?

Curious @kuovonne to hear a bit more about your solution aswell!

Thanks for the help everyone!


I believe the order is defined by the first non-personal view in the table


kuovonne
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  • Brainy
  • 6001 replies
  • September 19, 2024

Adam & Steve,

If you create the markdown links in a formula field, you don't show the result in a grid. Show it as a plain text by making a new list of field values.

Here is one example formula:


Here's the result

 

 


TheTimeSavingCo
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kuovonne wrote:

Adam & Steve,

If you create the markdown links in a formula field, you don't show the result in a grid. Show it as a plain text by making a new list of field values.

Here is one example formula:


Here's the result

 

 


Ahh, that's by far the most elegant way to handle this, thanks for explaining it!


kuovonne
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  • Brainy
  • 6001 replies
  • September 20, 2024
TheTimeSavingCo wrote:

Ahh, that's by far the most elegant way to handle this, thanks for explaining it!



@TheTimeSavingCo wrote:

Ahh, that's by far the most elegant way to handle this, thanks for explaining it!


Thank you, and you're welcome!

I typed my original message on my phone, so wasn't able to get in much detail. But then on my reply, I was on a computer and was able to type more and get screen shots. I probably wouldn't have done that if you/Steve hadn't asked for clarification.


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