Few people talked about integrating the "Find records" function in automation, this video is absolutely helpful! Especially for those been struggling with complex automation!
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.
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.
@@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.
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.
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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!
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.
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.
@@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.
@@matthewk4541 Awesome! Glad you were able to find a solution
@@danleeman I'm surprised nobody ever came through this scenario. I looked up the entire internet and found the solution here.
@@danleeman Have you made a video on this? I have a similar question
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.