Help

Re: When Source is Blank Automation Links All Records From Another Table (instead of Blank)

Solved
Jump to Solution
555 0
cancel
Showing results for 
Search instead for 
Did you mean: 
daverad
6 - Interface Innovator
6 - Interface Innovator

hello!

I have a simple automation that finds a value in one record, finds the match in another table and links it in the source table. It works great for matching but when my source cell is blank it links all the records from the other table:

here is a screenshot of the automation: https://cln.sh/dZzXpYYj

and here is how it looks in data with the blank cell linking both records from the second table: https://cln.sh/n6S2g7kF

im also suprised that is even able to link to multiple records as I do not have that option enabled: https://cln.sh/c3JVy3gg

my goal is for a blank source record to not link any record to the second table

I must be missing something simple but for the life of me can't figure out what im missing and searched all over... any thoughts appreciated!

1 Solution

Accepted Solutions

When you click on the "Add advanced logic or action" button you should see the "Conditional Logic" step:

Screenshot 2024-02-12 at 1.26.25 PM.png

Then, add the condition to check whether your source field is empty:
Screenshot 2024-02-12 at 1.26.53 PM.png
In the screenshot above, you can see that the actions will continue as long as the source field is not empty, which will run the Find Record and Update Record action you're looking for

For your case, since you've already created the "Find Record" and "Update Record" steps, just add the conditional step and then drag your Find Record and Update Record steps into the conditional like so:

Screen Recording 2024-02-12 at 1.28.33 PM.gif

See Solution in Thread

5 Replies 5
Dan_Montoya
Community Manager
Community Manager

Dave, you can click on advanced and put an if statement in that says if your field is not empty then do the update.

Thanks Dan, that sounds perfect. But I cant find the "advanced" option once the trigger is selected. Here is what I see: https://cln.sh/tzfl0ZYl. Can you provide a bit more guidance on how to find and enable the advanced option? 

Dan_Montoya
Community Manager
Community Manager

underneath the update automation in your picture is a blue +

When you click on the "Add advanced logic or action" button you should see the "Conditional Logic" step:

Screenshot 2024-02-12 at 1.26.25 PM.png

Then, add the condition to check whether your source field is empty:
Screenshot 2024-02-12 at 1.26.53 PM.png
In the screenshot above, you can see that the actions will continue as long as the source field is not empty, which will run the Find Record and Update Record action you're looking for

For your case, since you've already created the "Find Record" and "Update Record" steps, just add the conditional step and then drag your Find Record and Update Record steps into the conditional like so:

Screen Recording 2024-02-12 at 1.28.33 PM.gif

daverad
6 - Interface Innovator
6 - Interface Innovator

@Dan_Montoya thanks for the quick response! 

@TheTimeSavingCo grateful for the details and screenshots - very helpful and crystal clear. thanks!! 

the automation is working perfectly now. 🙌