Help with formatter utility - not pulling all items
Hi! I’m creating a zap with the end goal of automatically sending an email to a client to confirm the items they have purchased. We use Airtable so I’ve set up the zap to find the record (that part works) and to extract the items from the contract and turn the Record IDs of those items into the Text (that works, too). HOWEVER, the tool is only converting a single item instead of every item. Do you have any recommendations for how to get the Formatter utility to display ALL the product items? (And as a bonus, how do I get these to show up as a bulleted list in the text of the email?)
˙(1) this step is finding the record in Airtable. “Field Items” you can see are the items I want displayed in the email to the client.
Step 3 in the Zap
(2) Here is the Transform utility. You can see the items are listed (“Field Items”, separated by commas.)
Step 4 in the Zap
(3) Output is successfully showing ONE of the Items (but not all three).
Step 4 Output showing only 1 of the 3 products
(4) Here’s the Item showing up in the email (but again, only one instead of three).
Step 6: the email displaying the output (single item instead of all three)
Thanks for any assistance you can offer.
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Hi @Laura Pitney
Make sure you test each Zap step.
Your screenshots for Zap step 4 Formatter are contradictory.
The DATA IN shows Airtable Record IDs.
The DATA OUT shows “Amazon Promo Campaign”.
NOTE: ^p is not a valid separator.
TIP: Click field labels to see tooltips with more info.
How do I get these to show up as a bulleted list in the text of the email?
Thanks for your reply! I am not sure what i need to do. I would be grateful for your insight.
I’ve successfully fetched the record IDs for each product item I want to list in the email to the client.
Step 3: Airtable Find Record by ID
But I cannot figure out how to fetch the product name for each ID, and then use those Product Names in the email.
Can you please offer what steps I could try to complete this zap?
Thanks very much!
Laura
@Laura Pitney
Give this a try…
In the Airtable Base Table, add a Lookup column for the Link column, to pull over the linked Product Names.
Then use that field in the Zap config.
Ok, I created the Lookup column in Airtable as you suggested. Now, I’m unclear at which step in the Zap to use to pull those over--and which tool to use. As you can see from the example I provided, clients can purchase multiple products, so I’ve got each ID separated out onto their own lines. But what tool do I use to take each one of those record IDs and find the associated product name in the lookup column of Airtable? I’m obviously pretty new to Zapier, so I apologize for my very basic questions here!
Here is how the Lookup column is delivering my Product Items, just so you have a sense of what I am dealing with:
Thanks for your help.
@Laura Pitney
NOTE: If you sue a ROLLUP field in Airtable, you can flatten the linked data to be just text.
Thank you! OK, I created the Rollup for the items, and so now they’re appearing with a “ ,” between them. Ideally, I’d display them each on their own line. But I cannot get the Zapier Formatter > Split Text step to work in my Zap. I tried using a different separator in the Array formula in Airtable but that didn’t make any difference. So here is what I am getting.
Step 2: Split Text
The data out in this step seems to be correctly splitting out the items
So I got to Step 3 to create the email. And this is what I am allowed to select for the portion of the email where I want to display those above items, each on their own line (ideally with bullets):
Output from previous step is appearing with the comma separator, not as individual lines. Why?
So I select that output for the email body
And when I sent myself the test email, the items are not on their own line (not a huge surprise because the Output I selected shows them with a comma).
And as we would expect, it shows up like this.
I feel like I am missing something here. Ugh. Help! :)
Thanks so much!
Laura
Hey @Laura Pitney 👋
Were you able to get this sorted?
If not, it looks like it’s still passing line items to and from the Formatter (Text > Split Text) action which is why they’re separated by a comma in the email body.
Try switching that Formatter (Text > Split Text) action to be a Formatter (Utilities > Line-item to Text) action instead. That’ll allow you to separate the line items with HTML bullet point formatting (</li><li>) that you can place within the necessary opening and closing HTML tags. For example:
You’d then add the surrounding HTML code to generate the bulleted list to the body of the email and insert the output from Formatter. For example:
Which should then display in the email like this:
Keep us posted on how it goes, want to make sure you’re all set! 🙂
