Forum Discussion
Send Alert when for multiple values in a table
Hi, Purpose I'd like to send an alert/email to specified SalesRep, when their Customers falls below threshold (ie 80%) for their Products within the current week The Data SalesRepForCusto...
Just a thought, what about, rather than sending alerts on the combinations, you make a report that shows the customer / products that are below the threshold and just send that report to the rep?
This approach assumes there will usually be at least 1 combination you want to inform the rep of. If there is not you could do a card overlay that says something like "No customer's below the threshold!"
Sending the report would be fine!
- is there a way I can specify the SalesRep to send to? there may be 1or2 on the table list , rather than send to All SalesRep
- can the report be highlight if condition is met?
id like to nudge the SalesRep only when their customer appears on the list, rather than him\her checking the report everyday
- tried test to trigger powerautomate flow to alert myself..ended up sending like 20,000 emails to myself
- I would think you could do that using powerautomate but I have not worked with it so I can't say.
- Yes, you can use conditional formatting to hightlight the rows they need to look at or, you could filter the report to only show the customers they should look at.
- I don't work with powerautomate but the are a lot of users on the forums that do that might be able to help us out.