Few people talked about integrating the "Find records" function in automation, this video is absolutely helpful! Especially for those been struggling with complex automation!

Very useful video indeed. Many thanks.

Thank you very much!

I'm having a lot of issues to update a created linked record... if someone changes an info it simply does not update.... keep saying the record does not exist.

I'm having an issue trying to update two account linked records that are attached to a project. If you had two accounts on one project, how can you update both accounts with the new status when updating the one project status?

How about with multiple records on table 1 and i just wanted to update a specific record. how is it possible that the specific record is the one that it will automatically updated on the table 2?

Is it possible when updating an unrelated record, as described in your third automation, to simply add to the field? I don't want to erase whats already there, but to add another record. Example, sales person has an existing lead. New lead comes in, we don't want to erase the other lead, but to display both leads at the same time in the same cell.

@danleeman

Жыл бұрын

Hi Matthew, great question! Yes, if you have a linked value you can make a list of IDs (when inserting the values into the linked field), add a comma, and then insert the id of the new record. This will let you append data without wiping it out and replacing with only the new ID. I'll make a new video on this in the next couple of weeks.

@matthewk4541

Жыл бұрын

@@danleeman Thanks for the help. I was able to pull in and append new records. I had to use contains vs is in the condition. Because I had is I was only pulling the one hobby already in my list. Once I added contains it pulled multiple ID's in and I was able to find the existing record ID's. I could then append the new record in the fields section, using the found records , appended record.

@danleeman

Жыл бұрын

@@matthewk4541 Awesome! Glad you were able to find a solution