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I am setting up some automation alerts for records that have incomplete information.

I would like to trigger an automation if a new record is created to highlight any records that haven't been correctly filled in.

Of course, the newly created record won't have had all the data filled in.

I am getting a bit stuck trying to "find records" with a "when record is created" trigger that excludes the record being created.

Does anyone have any suggestions?

Hello,

You can try the following.

-1- Create an autonumber field in your table (let us call it record_num)

-2- You can then use this field as a condition in your find records action:

When a new record is created, 

Find records where incomplete information is true and record_num is not the one of the created record.

 

Regards

Pascal

 

Hello,

You can try the following.

-1- Create an autonumber field in your table (let us call it record_num)

-2- You can then use this field as a condition in your find records action:

When a new record is created, 

Find records where incomplete information is true and record_num is not the one of the created record.

 

Regards

Pascal

 


Ah that's great. I didn't realise there was a dynamic condition option!

I found another solution before I saw your message, so I'll share that here in case any one in the future might find it useful in their context (it's messier), but kind of a 2 factor authentication:

1) Create 2 checkboxes. "New Record 1" and "new record 2". "New Record 2" is ticked by default
2) When a record is created, Find records where "New Record 1" is ticked
3) Update Found Records to untick New Record 1
4) Update created record to tick New Record 1, untick New Record 2

Meanwhile my "missing info" view is set up to filter in any records that are incomplete AND missing both New Record 1 and New Record 2 ticks. 

I'll use your solution, as it requires less automation runs.

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