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‎Jan 02, 2025 12:53 PM
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.
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‎Jan 02, 2025 03:14 PM
One way to solve this:
- Create a helper field that is a formula to compare if the names match
- Create a helper field to determine the days since the record was created
- Create a formula field to see if the names matched and the number of days is > 90 (1 and 2)
- Create your automation to look at the formula created in 3
You can see this as an example here
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‎Jan 03, 2025 06:34 PM - edited ‎Jan 03, 2025 06:35 PM
Hmm does this look right?
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
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