How to automatically create new record based on certain conditions

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

How do I automate that a record gets created/populated when certain conditions are met. For example, When the value of Food is 'apple', and the Color is 'green', Attitude is 'happy'. 

Thanks for your help. 

2 Replies 2

Depending on how complicated this is, you could use a formula.

Automations may be required if there are a lot of different variables involved in the output.

Have a look at the SWITCH() formulas for basic outputs. May have to include IF() and/or AND() etc for more specific conditioning. But if it's too complicated, automations would be easier to set up. Though, it'll be more resource intensive in the long run.

Record creation would require an automation, and you could set it up like this:
Screenshot 2024-06-10 at 3.38.58 PM.png

Link to base

For populating the contents of a record, you'd use an "Update Record" action instead of the "Create Record" action