Validation workarounds in automations

Question

Hey everyone,

I’m at a bit of a stand still with moving forward on an email request.

Essentially, projects are being reported as incomplete when a link isn’t generated in the records interface. However, some projects don’t require URLs. We don’t want to encourage people to put “N/A” in the field (for fear they’ll default to that versus best practice), but it’s been difficult to figure out a workaround for generating the automation email while not have validation opportunities to say “in the case that this request is a certain type of request it doesn’t need the url”.

It’s possible my brain has just become fried but I’m not super sure how to accomplish this - any help would be appreciated!

Thank you!

Best answer by TheTimeSavingCo

Hm, assuming you have a select field that indicates what kind of project it is, you could create a formula field that helps you validate this and then use that field in your automation?

IF(
  OR(
    AND(
      {Project Type} = 'Needs URL',
      URL != ''
    ),
    {Project Type} = 'Does not need URL'
  ),
  'Valid',
  'Error'
)

TheTimeSavingCo · Accepted Answer

Hm, assuming you have a select field that indicates what kind of project it is, you could create a formula field that helps you validate this and then use that field in your automation?

IF(
  OR(
    AND(
      {Project Type} = 'Needs URL',
      URL != ''
    ),
    {Project Type} = 'Does not need URL'
  ),
  'Valid',
  'Error'
)

ScottWorld · Answer

How is your automation being triggered?- ScottWorld, Expert Airtable Consultant

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