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HIT A WALL WITH A SIMPLE AUTOMATION

Topic Labels: Automations
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AdminEA
4 - Data Explorer
4 - Data Explorer

Hello,

I am trying to set up something so simple, but AT is making it so complicated.

All I'm trying to do is:
- When a new record is created
- Find a previously created record with the same CUSTOMER NAME & PHONE NUMBER 
- (while also looking to see if one of 2 checkboxes are checked)
- If the NAME, & PHONE NUMBER are the same, and the previous record has a checkbox ticked, then add that checkbox tick to the new record.

(If the checkbox is unticked, leave the new record unticked as well)

I've gotten the automation to halfway work, but it is adding the new checkbox tick to every new record even if the previous record doesn't have a checkbox ticked.

This seems like such an easy automation, but I've tried using "When a record is created", and "When a record matches conditions", I've tried doing the "find record" step in between the update record step, and without, but nothing is working.

Please can someone walk me through how to set this automation up?

1 Reply 1
joshsorenson
6 - Interface Innovator
6 - Interface Innovator

Can you post a screenshot or two of the automation?