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Re: Issue with trying to automate tasks to get marked as completed when moved to a certain stage

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triplexmen
4 - Data Explorer
4 - Data Explorer

So I am working on automating some workflows to help my team out when they report on projects. I figured one less step they can do is to only update their project stage. There are certain tasks that get automated when moved to a specific stage and I would like to automate the previous Stage's tasks to be marked as completed when they move to the next. I am getting this invalid inputs error and I don't know how to resolve this. 

 

I attached a picture but when using a specific record, this project has two associated tasks with it and I would like it only mark the previous stage's task (Assessment) as completed but it looks like its picking up both. 

8 Replies 8

Hi,
Yes, the problem is Find Records always find a list of records (sometimes it's a list with 1 or 0 records), but Update record is a single-record operation.
Solution in you case - loop through result of Find Records and use Update record inside the loop. You need to add Repeating group and use list of found records as input list. Then move Update record Inside the loop and adjust its setup. During setup of Update Record, don't forget to switch on 'Current item" when you choose data for record ID to be updated.

Daniel28
5 - Automation Enthusiast
5 - Automation Enthusiast

I don't think you need "find record" step

What would I do instead? 

So this works but its missing the conditional stage of finding tasks within a stage. When a project gets updated to "Present & Decision", I would like the previous stage tasks to be marked as completed. How would go about for this?

So what you want is when you change the stage of a record you need to update that stage same stage field pf the same record?? Or Am I wrong?

Daniel28
5 - Automation Enthusiast
5 - Automation Enthusiast

Can you indicate ina screenshot of the data? what is the field that triggers the Automation and what is the field that needs to be updated?

Yeah unfortunately you can only use a repeating group or conditional logic, not both at once.  Not entirely sure what your workflow is like, but with reference to your initial screenshot I'd suggest changing the trigger to be 'When Stage is "Present & Decision"' and then putting in that Find Record, followed by a repeating group with the Update Record action

You don't need conditional part if you change the trigger to "When record matches condition" and set condition to "Stage=Present & Decision"