Jul 12, 2022 09:19 AM
Hello,
I am trying to create an automation that would take a new record in my Table 2, and find the respective record in Table 1 and link the two together. For example:
I was referencing this article, but the struggle I’m hitting is that the “find record” action is never the same. It is all variable to what the Table 2 record ID is and then it should find the equivalent in Table 1.
Do i need to use a script to find record that matches the table 1 record in table 2? I’ve never used scripts before within automations, so help would be appreciated!
Any ideas?
Solved! Go to Solution.
Jul 12, 2022 12:49 PM
For your “Find Records” action, click on the tiny little gear to the right of the find condition, and you can setup a “dynamic” find.
Jul 12, 2022 12:49 PM
For your “Find Records” action, click on the tiny little gear to the right of the find condition, and you can setup a “dynamic” find.
Jul 12, 2022 01:07 PM
I completely missed that little gear icon. Thank you!!