Recurring Email doesn't keep my filters

Howdy, I have a sheet that I have set to email on a weekly basis with filters in place - when I do a "test send" the email appears correctly with only the needed rows showing. However, the automated weekly email shows all the rows, ignoring my filter. I have double (and triple) checked that the filter is turned on and saved - any other thoughts on what I could be doing wrong?

Best Answers

Answers

  • I'm not sure it's possible to send out with filter in place, someone else may be able to speak on that.

    An alternate way to make sure the correct rows show are to add a condition in your automation and apply the filter rules there, then whether the filter is on or not the correct rows will show in the email.

  • jjg279
    jjg279 ✭✭✭

    Interesting, when I send it directly using the "send as attachment" option:

    it only sends the visible rows. It is only the scheduled/recurring email that has them all.

    Where are you adding that condition? I couldn't find a way to send the sheet as an attachment using the standard automation options.

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭
    edited 01/24/25
  • jjg279
    jjg279 ✭✭✭

    I have found that, the issue I have is the "send email as an attachment" part, I need a pdf of the sheet to be sent via email and that isn't an action available using that automation process. I don't think, I could be missing it somewhere.

  • Laura D.
    Laura D. ✭✭
    Answer ✓

    @jjg279 , perhaps you could make a report with the applicable filters and set up the recurring "send email as an attachment" from there?

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭

    @jjg279

    You can use the condition that I pointed to above, or you could use the recommendation from @Laura D. which should accomplish the same thing with ever so slight differences in appearance on the pdf that gets produced.

    All the best,
    -Ray

  • jjg279
    jjg279 ✭✭✭
    Answer ✓

    I will give the report a whirl!

    @Ray, don't you have to have an action for the automation or can you just stop after selecting the condition? I can't find the action I needed in the list (send as an attachment)