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‎Mar 20, 2023 08:44 AM
Hi there - I have tried a few ways to do this but have been unsuccessful.
Here is what we are trying to accomplish >> Matching one company to grants that have matching sectors, location and demographics and each can have a deadline or no deadline.
The problem is that when there is no match the automation for 'Update Record' deletes the records that are already matched in a field.
So I tried to make 6 different fields to match, and thought I could concatenate the look-up IDs but when I use the formula to concatenate the IDs, the commas go away...
How is it possible to either:
1. Use the Update Record when there is no match and have it keep previous records?
2. Combine the record IDs so they all have commas and/or can add all of these to one look up record so we can send an email with one table instead of 6?
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‎Mar 20, 2023 01:57 PM
Nevermind. I figured out how to do it. I made one automation with a list of 'or' conditions and then re-ran with an and condition and it works.
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‎Mar 20, 2023 08:45 AM
Maybe this helps to see the result:
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‎Mar 20, 2023 01:57 PM
Nevermind. I figured out how to do it. I made one automation with a list of 'or' conditions and then re-ran with an and condition and it works.
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