Re: Dynamically filter notification report

One way is to set up a pipeline to Search for those records and then "For Each" walk down those records and copy the value of the current date and time which would be a formula field into a date time field and that would trigger the email. That is the most straightforward way but it is somewhat wasteful of the step runs in a pipeline.

There is another technique I discovered which could be done with one pipeline from a scheduled pipeline so only using up one step room per day, and there is a technique to run a saved table to table import of the records into themselves for the records that need to be emailed out. That mass update would trigger an automation which would actually update a different  time field which will trigger the actual email notification.

The strange but convenient behaviour of the sequence of steps, (a mass import triggering an automation) is that if you hit 100 records all at once with a saved table to table import those hundred records will queue up nicely and be executed one by one in an automation. The automation will run at the rate of about one per second which will be plenty slow enough to trigger individual email notifications as opposed to the Multiple Record Notification which is most often not useful.

Some readers of this forum will see this post and "get" the importance of this discovery and go holy crap, I did not know that.