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SOLVED

Send an email using table - reporting

Ultralightbeam
8 - Asteroid

Hello guys, I am pretty new to reporting and sending email.

I have a report which I now would like to automatically email to the listed recipients (Senior).

 

Ideally I would like recipient to only see the data (Staff,Items) for which the owner is a field within the data.

 

I have a table from csv file

SeniorStaffStaffEmailItems
Senior 1Staff 1 Phone
Senior 2Staff 2 Laptop

Senior 3

Staff 3 

Laptop

Senior 2Staff 2 Phone
Senior 1Staff 2 Phone
Senior 1Staff 1 Phone

 

 

So each senior will receive an email the list of their staff together with the items on a table

 

My issue is that each senior is not filtering based from their staff. 

 

1 REPLY 1
afv2688
16 - Nebula
16 - Nebula

Hello @Ultralightbeam,

 

You could create a batch macro in which you filter the lines corresponding to each senior and send them with the email tool.

 

If you need any clarification please let me know.

 

Regards

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