I’m creating an automation to find records based on various conditions from a table.
I have two tables let say Entrepreneurs and Midwest Investors.
when a form submitted in Entrepreneurs then I am trying to find a records from Midwest Investors that matches with new record in Entrepreneurs. Here are the condition
Midwest Investors with Entrepreneurs
Investment stage has any of Investment stage
Investment verticals has all of Industry
Ideal revenue is Annual Revenue
(Projected This year)
Investment Geography has any of What region’s doe’s the
Company operates in.
The above 2 condition should always match to proceed further but in airtable automation all conditions are either in “AND” or “OR”.
So, how to achieve my goal here?
Also, how to create document with matched data for entrepreneurs(if its possible to create sheet).
I've recently asked Airtable developers to add the addition of grouped conditions to Automations so that we can structure such And/Or queries without the need for creating a view (or some kind of formula field workaround).
I think you're best bet may be to construct the validation in a Grid View, protect that view from being edited by users, and then use that view with your automation.