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I'm trying to create an automation with these conditions:

  • First and last name match
  • Original entry with matching name was created within 90 days ago

When I try to use when a record matches conditions trigger, it does not let me select a dynamic variable so I'm kind of lost on how to move forward with this so any help would be appreciated.

One way to solve this:



  1. Create a helper field that is a formula to compare if the names match

  2. Create a helper field to determine the days since the record was created

  3. Create a formula field to see if the names matched and the number of days is > 90 (1 and 2)

  4. Create your automation to look at the formula created in 3


 


You can see this as an example here

Hmm does this look right?

Link to base

Not too sure what you mean when you say you can't add a dynamic variable?  After we hit the gear icon and select 'Dyanmic', then the triggering record's data can be used in the automation if that helps

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