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Automations and Filtering

  • February 16, 2024
  • 1 reply
  • 27 views

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I have a Sales Pipeline base, and have set up an automation to run based on a change in deal stage (to "closed-won"). This creates a new record in my Master Customer List airtable.
 
When I filter my Sales Pipeline base and then unfilter, the automation assumes that the unfiltered "closed-won" records are new and therefore should create new records in my Master Customer List airtable. This is causing issues with mass duplications.
 
Is there a workaround for this? 

1 reply

ScottWorld
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  • Genius
  • February 17, 2024

It sounds like your automation is triggered based on a view. Change your automation to trigger based on a condition instead.