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How to automatically create new record based on certain conditions

  • June 9, 2024
  • 2 replies
  • 30 views

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How do I automate that a record gets created/populated when certain conditions are met. For example, When the value of Food is 'apple', and the Color is 'green', Attitude is 'happy'. 

Thanks for your help. 

2 replies

Sistema_Aotearo
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Depending on how complicated this is, you could use a formula.

Automations may be required if there are a lot of different variables involved in the output.

Have a look at the SWITCH() formulas for basic outputs. May have to include IF() and/or AND() etc for more specific conditioning. But if it's too complicated, automations would be easier to set up. Though, it'll be more resource intensive in the long run.


TheTimeSavingCo
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Record creation would require an automation, and you could set it up like this:

Link to base

For populating the contents of a record, you'd use an "Update Record" action instead of the "Create Record" action