Solved: Email Automation - Page 2

kredfearn05 · 01-31-2024 03:16 AM

Hello,

I'm currently facing challenges with setting up an email automation that revolves around the Tracker Table and its Linked Shipments (Shipments Table). The automation is designed to trigger when the Status is "Part-Shipped," and in the Linked Shipments, both the Tracking# and Shipped Date are not blank. It functions as intended when I change the status from any other state to "Part-Shipped." However, I'm encountering difficulties in triggering the email when the status remains as "Part-Shipped." I've attempted to create an action by changing the status to "Sync" and then back to "Part-Shipped," but I'm struggling to incorporate it into a formula. Any assistance in resolving this matter would be greatly appreciated.

This is the formula that I'm working with, just need help with forcing a sync when the status stays as Part-Shipped and any new shipments are added with the specified criteria:

AND(
[Status] = "Part-Shipped",
NOT(ISBLANK([Linked Shipments])),
COUNT(
SELECT(
Shipments[ID],
AND(
NOT(ISBLANK([Tracking #])),
NOT(ISBLANK([Virtual Shipped Date]))
)
)
) > 0
)

kredfearn05

Add 3 actions to the Tracker:

Update On-Data: set the value of some columns in this row

Status="Sync"

Update Off-Data: set the value of some columns in this row

Status="Part-Shipped"

Update-Grouped: execute a sequence of actions

Update On and Update Off

Added 1 action to the Shipments:

Test-For a record of this table-Shipments-Data: execute an action on a set of rows

Referenced Table: Tracker

Referenced Rows: FILTER(
"Tracker",
AND(
[Status] = "Part-Shipped",
[Sales Order] = [_THISROW].[Sales Order]
)
)

Referenced Action: Update

Behavior: AND(
ISNOTBLANK([Tracking #]),
ISNOTBLANK([Shipped Date]),
[Status] = "Part-Shipped"
)

Then went to the views and added the action to the Shipment Form--Behavior-Event Actions

View solution in original post