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Find record regardless of text case

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  • pascalm
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I've created an automation to link the submissions of two forms together based on the email a customer inputs. Presuming that they input the correct email in both forms without typos, it will link them no problem.

I've just noticed today that if one email is all lower case and one has an uppercase letter then it won't connect the two even though it's spelt exactly the same.

I understand there are formulae that I can use to correct the case, but I want to manage this through the automations. Is there a way to create a find record condition that is "Where *email address* is *email address*" that isn't case sensitive?

Best answer by Chris_Luc

Easiest way would be to change the record condition to "Where *email address* CONTAINS *email address*" instead of IS. 'Contains' is not case sensitive.

Or if you're sending the form out via an automation, you could prefill the email address field. Instructions here: https://support.airtable.com/docs/prefilling-a-form-via-encoded-url

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  • Chris_Luc
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  • August 24, 2023

Easiest way would be to change the record condition to "Where *email address* CONTAINS *email address*" instead of IS. 'Contains' is not case sensitive.

Or if you're sending the form out via an automation, you could prefill the email address field. Instructions here: https://support.airtable.com/docs/prefilling-a-form-via-encoded-url

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  • pascalm
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  • August 26, 2023
Chris_Luc wrote:

Easiest way would be to change the record condition to "Where *email address* CONTAINS *email address*" instead of IS. 'Contains' is not case sensitive.

Or if you're sending the form out via an automation, you could prefill the email address field. Instructions here: https://support.airtable.com/docs/prefilling-a-form-via-encoded-url


Thanks @Chris_Luc! I didn't know that 'contains' wasn't case sensitive. I changed it and it works fine.

Great idea about the pre-fill too, I'll look into that.

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