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Jan 07, 2022 01:49 PM
Good afternoon,
I’ve got a handful of automations that are triggered by updates to specific fields in a table, and when the criteria match a record gets flagged. I’m seeking a solution for how to get a new automation to run where the trigger criteria are met by existing records when I flip it on. Currently, when I set the automation to run, the existing matching records don’t execute without manually updating them.
There are tens of thousands of records in play, I know I could manually trigger it via a checkbox or some other square peg, but the maintenance of it all is becoming a part time job on its own.
Is there a mechanism that yall have found which lets this flow more like opening a spigot and less like doing it twice because some records already match the trigger? Would appreciate any insights.
Thank you!
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Jan 07, 2022 02:16 PM
You could do the following:
- Create a new blank Single Line Text field
- Adjust your Automation to trigger include all the conditions it has, but adding when the new field = “yes”. Make sure you automation is still on and you click the update button.
- Convert the field into a formula that forces that value (
"yes"
will do). This should cause your automation to trigger for all existing records (that match all trigger conditions) - Wait for all automation runs to complete. Then remove the =“yes” condition from the trigger condition and click update
- Delete the formula field.
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Dec 15, 2023 05:32 PM
This is such a simple and clear solution. Worked perfectly for my use case that's similar to OP's. Thank you @Kamille_Parks!!!!
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Nov 17, 2024 08:48 AM
This worked perfectly @Kamille_Parks - thank you!! I struggled until I realized the "yes" has to be in the trigger, not the action!
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