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Automations Activity

Resolved! Using automation to add linked record when there are two of the same name

I have a single select drop down field, and use an automation to copy that dropdown field into a linked record field anytime it is updated (see below). I have the system to clients can use the dropdown in forms, but I use the linked record in the bac...

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  • 86 Views
  • 2 replies
  • 1 kudos
tna by 5 - Automation Enthusiast
Solved

🤞 Triggered Facebook Automation Post Content help

Happy Day to all, can't wait to see the group support for something I'm missing.Info: I have created an automation to post to Facebook. I have trigger set to run once a day, with conditions = 1 based on formula in field.I need help on the Actual Mess...

Screenshot 2025-01-15 165056.png
  • 74 Views
  • 4 replies
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AND Automation Conditions Being Ignored ?

I'm having an issue with my automations where the specified conditions are being completely ignored. I have a filter set to only send emails to records where the "60-day group" field is empty. This applies not only for the initial Trigger Conditions,...

  • 104 Views
  • 2 replies
  • 0 kudos

"Page Recrod URL" Not working

I have created some automation emails that include a link back to view an interface record, where someone can edit and update it, I have the email set up using the "page record URL" under the "Insert a link" dropdown in the Message box of the automat...

  • 85 Views
  • 1 replies
  • 0 kudos

Filter on View or on Automation Conditions ?

Hi guys,As of now, I use both filtering views and conditions on records as automation triggers. But in your opinion, is there some best practice to follow on that topic? I assume there must be some pros and cons to both options. I’d be curious get th...

  • 61 Views
  • 1 replies
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JBJ by 7 - App Architect

Resolved! Automation is adding an extra day when creating a new record

I've created a task list. When 'Done" is clicked, the "Date Completed" is updated and the "Next Due" is updated based on a formula dependent on the 'Freq'. All this works fine.I then have an automation that runs to create a new record with a 'Due' da...

  • 225 Views
  • 7 replies
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Fields cleared when "duplicate" created

I have a form using Fillout that accepts submissions of repair service requests. The results populate a dedicated table and I use an automation to distribute the response data among multiple other tables, such as People and Repairs.When someone submi...

  • 113 Views
  • 2 replies
  • 0 kudos