Is the cohort activation tracker table the table that houses the subscription activation request form?
Is the cohort activation tracker table the table that houses the subscription activation request form?
Hi pressGO_design,
Many thanks for your response.
No, the main cohorts table currently houses the activation request form.
OK. I think I understand.
You have a main Uni cohorts table that houses a form. When the form is submitted, a new record is created in the main Uni cohorts table with the Student's first name, last name, email, and Uni cohort name. That same table has a Status field that can be set to Activated and then you want that Status change to trigger an automation that finds the records that have the same email in the cohort activation tracker table and then updates the Status field on that record.
If that's correct, then you have an automation with a trigger, a find records action, and an update records action. The thing is that you might have more than one record with an email, so you're going to probably need a conditional action based on the length of the list of records found. If it's =1, then you update that record, but if it's 0 or >1 then you're going to need to specify what happens.
You can see the automation in action here.
OK. I think I understand.
You have a main Uni cohorts table that houses a form. When the form is submitted, a new record is created in the main Uni cohorts table with the Student's first name, last name, email, and Uni cohort name. That same table has a Status field that can be set to Activated and then you want that Status change to trigger an automation that finds the records that have the same email in the cohort activation tracker table and then updates the Status field on that record.
If that's correct, then you have an automation with a trigger, a find records action, and an update records action. The thing is that you might have more than one record with an email, so you're going to probably need a conditional action based on the length of the list of records found. If it's =1, then you update that record, but if it's 0 or >1 then you're going to need to specify what happens.
You can see the automation in action here.
Hi, this is great!
Thanks for the visual aids, have configured and tested and it works!
Appreciate your time on this. Shall mark this as solution.
🙏 🙏 🙏
OK. I think I understand.
You have a main Uni cohorts table that houses a form. When the form is submitted, a new record is created in the main Uni cohorts table with the Student's first name, last name, email, and Uni cohort name. That same table has a Status field that can be set to Activated and then you want that Status change to trigger an automation that finds the records that have the same email in the cohort activation tracker table and then updates the Status field on that record.
If that's correct, then you have an automation with a trigger, a find records action, and an update records action. The thing is that you might have more than one record with an email, so you're going to probably need a conditional action based on the length of the list of records found. If it's =1, then you update that record, but if it's 0 or >1 then you're going to need to specify what happens.
You can see the automation in action here.
Hi pressGO_design!
Sorry to trouble you again. Could you please remind of the Record ID input you used for the Update Record action? (see image)
Automation needs to find and update status of new records dynamically as new forms are submitted.
Hi pressGO_design!
Sorry to trouble you again. Could you please remind of the Record ID input you used for the Update Record action? (see image)
Automation needs to find and update status of new records dynamically as new forms are submitted.
It's the RecordID of the record you just found.
