Help

The Community will be temporarily unavailable starting on Friday February 28. We’ll be back as soon as we can! To learn more, check out our Announcements blog post.

Automation Help -- Combining records to send email but they are deleting

Topic Labels: Automations Formulas
Solved
Jump to Solution
1278 2
cancel
Showing results for 
Search instead for 
Did you mean: 
Rose_Haft1
8 - Airtable Astronomer
8 - Airtable Astronomer

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? 

Rose_Haft1_0-1679326964367.png

 

Rose_Haft1_1-1679326996717.png

 

 

1 Solution

Accepted Solutions
Rose_Haft1
8 - Airtable Astronomer
8 - Airtable Astronomer

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. 

See Solution in Thread

2 Replies 2
Rose_Haft1
8 - Airtable Astronomer
8 - Airtable Astronomer

Maybe this helps to see the result: 

Rose_Haft1_0-1679327129465.png

 

Rose_Haft1
8 - Airtable Astronomer
8 - Airtable Astronomer

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.