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Re: Setting a trigger for multiple linked records in a field

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Alex_Fineman
4 - Data Explorer
4 - Data Explorer

Hi all, I'm trying to set up an automation using a trigger using a linked record field. What I want is to trigger an email whenever a record has two or more linked records in a field (but not one). Is this possible to set up?

For example, let's say the records are individual baseball players, and the field "Teams played for" links to a "teams" table. In Babe Ruth's record, the field would link to "Red Sox", "Yankees", and "Braves". In Mickey Mantle's record, the field would only link to "Yankees". In Jackie Robinson's record, the field would only link to "Dodgers". How can I set the trigger to email for Babe Ruth's record and not Mickey Mantle or Jackie Robinson?

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Dan_Montoya
Community Manager
Community Manager

Hi Alex,

I would use a count field.   Count the number of teams.  When the count is more than 1 trigger the automation.

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Dan_Montoya
Community Manager
Community Manager

Hi Alex,

I would use a count field.   Count the number of teams.  When the count is more than 1 trigger the automation.