Send filtered data table in a scheduled email

App Development Automations
1

Hello! I’m trying to set up weekly automated emails to show the equivalent of this filtered data table:

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I’ve tried to use the PDF functionality to achieve this, but unfortunately scheduled tasks can only generate PDFs from ‘Detail’ type PDF pages (to replicate the data table I need the ‘List’ type page).

I’ve also tried to embed the table using the embeddable components automation, but I think the script it uses is being removed from the email for security concerns.

Any ideas on how to achieve this would be greatly appreciated.

2

There are several ways to complete your issue, I would want to ask some additional questions about the data and how the email recipients would use the data?

Adrian S. | EVP, Development Team
RMELAS Technology Group

3

All the data resides in a single data table named Reviews. The fields in the Reviews table are an assortment of dates, text fields, checkboxes, etc.

The recipients want to use the data for reference (to complete marketing work). The email recipients do not want to access the Tadabase app directly to get this information.

4

This might be something you want to try using make.com for.

Adrian has some ideas, anyone else? @partners?

5

Lets jump on a quick 30 minute complimentary consultation to fully understand how you want to get data and use it for email/marketing campaigns.

6

What if you created a parent table called All Reviews or something similar, added one record, and then added a connection field from your current table to the new table record for each of the records?

Now you can create a details PDF page from the new table record, then insert the connected table of reviews on the details page and filter it to your preferences.

That should work. Let me know if that makes sense.