Zapier Search Formula


#1

I am trying to create a ‘Find Record’ Airtable Task in Zapier that finds a row based on the values in two columns, {USER ID} and {TAGGED RX}.

The USER ID should match the value in a previous step and the TAGGED RX should equal 0. This is the formula I am using, but it is creating an error:

{USER ID}="{{29838037__user__user_id}}"&"{Tagged Rx}=“0”

Is there a mistake in my code?

Thanks you!


#2

You should read the following article - particularly the section about search formula and the use of :


#3

Thank you. I read that, but the search code that I using to find the row
must have a syntax error. I have the example in that article, but it is
not close enough to what I am trying to do for me to debug my search
formula.


#4

Hi

Could you share a screenshot of the search formula within the Zap - so we can see it in context?


#5

Here is a screenshot of the code that I have: https://www.dermacare.com/wp-content/uploads/2017/12/Zapier-Airtable.jpg

Thanks for your help!


#6

Hi Stephen

Here’s an example of a working formula in Zapier:

Note that Airtable uses the AND() function not the ampersand - and I’m not sure whether the 's are required when you’re comparing to a littereral (0).

Alternatively, you could also use an Airtable view to filter the records for {Tagged RX} = 0 - and then use the Limit To View option in Zapier.


#7

Julian! Thank you very much for your help.

It worked!


#8

Hi Julian,
Thank you for this formula, it’s great!

But by using this formula I can get just one matching result (row).
How I can get all matching results (rows)?


#9

Hi Andrew

mmm - Zapier isn’t very good at dealing with multiple records in the same Zap (unless you want to write Javascript in a code action that is).

If you want to be able to query a table and process through all the records that are returned by the query, I think I would recommend using Integromat instead - when it retrieves multiple records, then all following steps are processed to each which is so simple.

I strongly recommend Integromat - but if you use it with Airtable you need to be patient sometimes when building the processes because it times out and you have to wait 5 minutes. This is a limitation of Airtable’s API and a) should be FIXED and b) doesn’t effect live running.


#10

another option for handling multiple records in Zapier is our On2Air: Actions product


#11

Julian, thanks for your advice.

I try to use Integromat, but I have a problem.
I can’t adapt your formula for Integromat.


#12

Hi @Andrew_Andrievich

The formula is actually simpler in Integromat - here is an example which goes through my Active Project with Airtable as the database:

Note the Max Records field - this defaults to one - which means that only one record would be returned - so change this to a number large enough to return all the possible records.

Any steps after this will be performed for each returned record (you can also aggregate them etc when you become a bit more proficient).


#13

Hi Julian,

Really thank you for you help.
I will try to use Integromat.