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Filter on View or on Automation Conditions ?

Topic Labels: Automations
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JBJ
7 - App Architect
7 - App Architect

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 the take from experts out there.

Thanks for your help.

1 Reply 1

Hm, for me it's about user needs, specifically if we need to be able to modify the type of records that trigger the automation then it's easier to manage (and explain to less tech savvy users) to modify the filter in a view directly versus modifying the conditions in an automation