Automation help - variables

[gfreeman]

I'm trying to create an automation with these conditions:

• First and last name match
• Original entry with matching name was created within 90 days ago

When I try to use when a record matches conditions trigger, it does not let me select a dynamic variable so I'm kind of lost on how to move forward with this so any help would be appreciated.

[Dan_Montoya]

One way to solve this:

1. Create a helper field that is a formula to compare if the names match
2. Create a helper field to determine the days since the record was created
3. Create a formula field to see if the names matched and the number of days is > 90 (1 and 2)
4. Create your automation to look at the formula created in 3

You can see this as an example here

[TheTimeSavingCo]

Hmm does this look right?

Link to base

Not too sure what you mean when you say you can't add a dynamic variable?  After we hit the gear icon and select 'Dyanmic', then the triggering record's data can be used in the automation if that helps