I created a view which is a filtered subset of my main data. Each row has a button that sends out an email to the person(s) named in the row. In the ‘push button’ automations I can see that I can select the button that needs to be pushed but I of course don’t want to do this for every row - only for the filtered view.
I tried to create an automation that, at a set time each day, does the table filter and then sends an email (using the Gmail pack) but that kept failing. So CODA support suggested I try a ‘push button’ automation.
What would I need to do to achieve this functionality please?
Sorry but I cannot share the doc because there is confidential client data in the record.
Hi Paul,
Welcome to the community!
Assuming the filtered view is called View of Table and the button is called Button, this action formula (for the ‘Then’ section) should work: [View of Table].Button
If this doesn’t work for you, please share at least a screenshot of your automation and the error message.
Hope this helps!
Pablo
A trick i use is to create a column that flags rows you want to send. IE Column Name Send. In there i write a parameters “if(,)” statement formula that changes it to “Yes” or “No” based on the all the if parameters. Then in the button, for disable if put thisrow.Send = “No”. Then create an outsid, as any rows you don’t want sent will be skipped because they are disabled. To be even more micro manager I also add a “Last Sent” date column that is modified whne the button is pushed. IF you are trying to send the whole list of filtered in one email and no each row individually, Do the same set up (minus the button part for each row), then create a view of your table with filters set to “Send=”Yes” and optional “Last Sent > xxxxxx”. I know this works to create a xlsx or csv file, I believe it does the same when calling out the view table for the body of the email (Never Tested myself). You can even hide that table if you want aesthetics to not change in the document.
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Thanks so very much for this tip
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These suggestions and ideas are very much appreciated.