Input Data: 3 tables
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Table 1: [People] where I storage information and classify levels of people to take care
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Table 2: [Task] where I create recurring task to notify me to take care for each levels people
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Table 3: [Interaction] 's junction table between [Task] & [People] which I create action for each person and linked to main task involve
Workflow:
1/ When the Task in [Task] on time (Ex: CRM 6*)
2/ Lookup the people in [People] who have the same Client levels with The task input, and linked all of those people to Task 1 above
3/ With People we found above, automation create records in [Interaction] then linked to each person in step 2 and Task 1 (junction table)
Current Setting and Problem when setting automation:
- Trigger: [Task] contains CRM 6* and Start date 's today (Step 1)
- Action:
-Find records [People] which have {level people} match Task name
-Update record [Task] linked to List of Find record above (Step 2)
Problem: in step 3, I dont know how to setup action to seperate the List of Find records to create multi line records in junction table - in my case’s multi records in Interaction table.
Hope I can get some advices to figure this!
