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Dec 25, 2022 10:25 PM
Hey friends
I have one table that contains all the names of the people who paid money and one table of cold leads.
I want to automate that when a new record is created in the payer's table, a V will be marked with that user based on their email in the cold leads table 1.
I created an automation that looks for the email of the person who pays in table 1, but I can't find an option to "update records" for that email in table 1 because I can't find his record ID.
I would love to understand what I am doing wrong.
Thank you!
Solved! Go to Solution.
Dec 27, 2022 11:35 PM
If yes, then you know how to search in table 1. Just find the required Record_ID in found records. This would look similar to that in picture
Dec 27, 2022 04:38 AM
@zerem As far as I understand you can only update one record at a time without having to write an automation script. So in your case I would:
Hope this helps.
Dec 27, 2022 06:21 AM
Hi @Andrey_Kovalev , thanks for the reply
I'm not sure we understood each other 🙂
I want basically everyone who registers in table 2 to update a certain column in table 1 as well, so I create the automation.
But I can't seem to figure out how I can update table1 based on what happens in table2.
Dec 27, 2022 06:42 AM
Let's do it step by step. Does your current automation find the required record in table 1?
Dec 27, 2022 07:01 AM
By the way, you can add a formula field in each of your tables with the Record_ID() function for debugging purposes. Then it will be easier to identify needed record when constructing your automation.
Dec 27, 2022 10:08 PM
yes it is
Dec 27, 2022 10:09 PM
that's sounds good
Dec 27, 2022 11:35 PM
If yes, then you know how to search in table 1. Just find the required Record_ID in found records. This would look similar to that in picture
Dec 28, 2022 03:48 AM
@Andrey_Kovalev yesss thank you !!