Hello, I need help to solve a question I have
I have a table with something like this:
| Date |
Name |
Building |
| 01/20/2023 |
John Doe |
Walmart |
| 01/20/2023 |
John Smith |
Walmart |
| 01/20/2023 |
Jane Roe |
Costco |
| 01/19/2023 |
John Doe |
Costco |
| 01/19/2023 |
John Smith |
iHop |
| 01/19/2023 |
Jane Roe |
iHop |
| 01/18/2023 |
John Doe |
Walmart |
| 01/18/2023 |
John Smith |
Walmart |
| 01/18/2023 |
Jane Roe |
iHop |
And I want each week to send a report to my email for each person individualy and with the buildng they went to. In the Attachment Template im using a filter like this:
| Building |
| <<Filter(“Table Name”, AND([Name] = John Doe, ([Date] = (TODAY() - 3))), [Building]>> |
Thanks for the help in advance.
One option could be to use a workflow to automatically send the report each week. You could create a rule that triggers the workflow every Monday, for example, and use a filter to select all rows from the table that have a date within the past week and the specific person’s name.
The filter formula for this would look something like this:
FILTER(Table Name, AND( [Date] >= (TODAY() - 7), [Date] < TODAY(), [Name] = “John Doe”))
You can use this filter formula as a template and change the Name field to match each person’s name, and use it in the attachment template.
You can also use the same filter formula as above, add a sort by date and send the email to the specific person using the email field and in the subject or body of the message include the name of the person.
This way you would have a weekly report sent to each person individually with the building they visited in the past week.
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