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Jul 28, 2021 07:22 AM
Is there a way to trigger an automation when a record is removed from a view? I know there is one from when a record enter a view, but I need the opposite and my random tests have not been working!
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Jul 28, 2021 07:34 AM
You can create a view with the opposite conditions as the actual view, so that when the record leaves the original view, it will enter the new view. Then use entering the new view as your condition.
Jul 28, 2021 07:34 AM
You can create a view with the opposite conditions as the actual view, so that when the record leaves the original view, it will enter the new view. Then use entering the new view as your condition.
Jul 28, 2021 07:57 AM
Thank you for this! Is there a way in the action to show who made the change? and specifically what the filter column changed to?
Jul 28, 2021 08:44 AM
The automation itself does not know who made the change that triggered the automation. So you need to get this information from field values.
You can use a combination of {Last Modified By} and {Last Modified Time} fields to get this information.
The automation will also have the current field value for the filtered value. It will not have the previous value of the filtered field. Getting that value requires another field to store the old value, and automations to keep it updated.
Jul 28, 2021 12:18 PM
This makes sense! Thank you so much for your help here!
Aug 03, 2021 08:16 AM
Glad to know that you got the answer you were seeking! If you would, please mark @kuovonne’s comment above (whichever one feels most appropriate) as the solution to your question. This helps others who may be searching with similar questions. Thanks!