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I’m struggling to get an automation to work properly with a Find Records action. I’m trying to update a record in a table when a record in another table matches certain conditions. 

 

Here is my current automation:

 

Everything works for both conditions until it get to the Find records action. The records are linked in both tables. 

  • In the table initially updated (IRA Projects) the field SOW Form is the link to the SOW & Invoices table (secondary table I’m trying to update a record)
  • In the SOW & Invoices table the field IRA Project # is the link to the record in the IRA Projects table
  • These 2 numbers are the same, so I would think it should be a simple matter of finding 

Here is my configuration (same for both conditions)

 

I’ve tried pulling the SOW Form from both the trigger step and the first update record action, but neither seems to find any records. I’ve tried changing the condition for the project #’s to “has any of”, “is exactly”, “contains” (which doesn’t allow me to select the SOW Form field), but no difference as far as I can tell. 

 

Here’s the error I’m getting. From this I can tell it’s not finding the project #, but I can’t figure out why. I have the Name selected for what it’s looking for in the SOW Form field and I know these 2 fields match.

 

If you can spot what I’m doing wrong, please let me know as I’m struggling to figure out how to update a record in another table even though I have matching fields that should make this pretty straight forward. 

Long shot, but try changing that ‘is exactly’ to ‘has any of’?  If you could DM me a read-only link to a duplicated copy of your base with a bit of example data I could help you take a look at this; hard to troubleshoot it like this I’m afraid

If that isn’t possible, could you please provide screenshots of the relevant tables and fields, with a example of a record that should be found but the automation isn’t able to find?

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