You can now toggle “Find Records” actions between searching by views and by conditions. Previously, this automation action was only able to find records based upon conditions.
As noted in this new support article section, there are many cases where you may have already taken the time and effort to set up conditions in a view that you’ve set up, so rather than recreating the same conditions in the find records automation action, you can simply choose to find records in that view.
Additionally, when rendering these records in an action step that follows the “Find records” action such as a “Send email” action, you can choose to include a link to your view at the bottom of the rendered record output.
We hope this helps to further improve the efficiency of your automations!
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