Released: Find records based on a view (Automations)

[Adam_Minich]

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!

[Databaser]

kuovonne:

Consultants are often blindsided when clients call up describing behavior that is different from what we’ve experienced in the past, and we always want to know the latest fixes so that we can stop using hacky workarounds.

I second this! #FreelancerLife

[ScottWorld]

Thanks so much, @Adam_Minich! :slightly_smiling_face:

And I second what @kuovonne has said about your excellent ongoing advocacy on our behalf! Thank you! :slightly_smiling_face: :raised_hands:

I also second the need for a daily change log, for the same reasons that @kuovonne mentioned!

[Adam_Minich]

@ScottWorld

I confirmed that conditionally found records are rendered in ASCII format based upon record ID. I know that isn’t ideal, but the best practice at this time would be to:

• Create a new view that filters out records based upon the condition set in the automation
• Sort the records in that view to achieve a matching output (Again, grouped record ordering is not supported at this time)

We’ve updated our support documentation in a few places to highlight all of your feedback in order to make expected output behavior a little more clear. Thanks again for the suggestions and wishing you a happy 4th of July!

[Dominik_Bosnjak]

Why not echo the sentiment in this thread a bit: props for the initiative, the only thing really left to do is figure out how to Object.assign() yourself a clone, your super powers might be needed elsewhere afterward. :grinning_face_with_sweat:

[ScottWorld]

Thanks so much for this follow-up, @Adam_Minich!

And happy 4th of July to you as well! :cowboy_hat_face: :us: