Create a view and sort the records and fields however you like.This means that you can use the following workflow to send an email with a custom order for your records: The way that fields have been ordered within that view will also be rendered in the same manner. If you “Find Records” based on a view, and then render those recordsas an HTML list or grid in an email, the records will be rendered in the same order as they were in the view. As a reminder, don't forget to test the action step at this point. Next, select the view that you would like the automation to find records within. While setting up the "Find records" action step you will see an option to choose to find them based on a view. In these cases, rather than recreating the same conditions in the find records automation action, you can simply choose to find records in that view. Sometimes you may have already set up certain conditions in a view using filters or hidden fields in a view in your base. Then, click “Create an automation” to begin the setup process, see this article for more information. To start creating an automation, click on Automations in the upper left corner of an open base.
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Platform(s) Web/Browser, Mac app, and Windows app Related reading Editors - View an automation's configuration or copy an automation's URL.Owners/ Creators - Create, delete, duplicate, configure, or rename an automation and edit an automation's description.Introduction Plan availability All plan types with varying limitations Permissions This automation action will look for records matching specific conditions that you can specify within the action settings. Learn how to build an automation using the Find records action.
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