Is there a way to choose which record gets referenced while setting up and testing an automation?
I am setting up some email automations and I want to avoid emailing an actual customer during the testing and trial process. I have a sample customer and a record using the sample customer’s information created; but the record that is referenced for use in the actions section is an earlier record referencing a real customer.
The record I want to use for all setup and testing purposes:
The record that is being automatically referenced for all setup and testing purposes:
I’m sure I could find a workaround by creating a blank new table or moving previous records around in some way, but it would be far easier to just select my sample customer’s record in my live table.