I think you are correct... just to illustrate what I am trying to communicate. I would like to only send an email to records that have a rep with a record that has a field called sendemailstoclients checked yes. So only Jan and Mark would get an email. Paul and Ben would not. Jan and Mark have a repemail value of Mark@mail.com repemail Mark@mail.com email joins to email on id 2 . id 2's sendemailstoclients value is Yes. id name email city state isRep sendemailstoclients rep repemail repid 1 jan jan email@example.com pierre SD NO mark mark firstname.lastname@example.org 25 2 mark mark email@example.com Stocketon CA YES YES mark mark firstname.lastname@example.org 25 3 paul paul email@example.com Reno NV YES NO ben ben firstname.lastname@example.org 47 4 ben ben email@example.com NO ben ben firstname.lastname@example.org 47
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each of our leads has a " rep" (lead owner) field attached to it. We have another field called "isRep" to show which of our records belongs to a rep (someone that owns leads). I would like to send emails to all records where the lead owner's state is California. How can I do that? I do not want to add a lead owner state col. I am using this as an example. In reality I will have other flows that set the status of a rep record 's column of sendClientEemails to yes or no. So it is actually more like sending email to records where records' lead owner's value of "sendClientEemails" email is "yes".
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