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Jun 26, 2023 11:56 AM
Hi, I'm having a little trouble with a project.
I have a table called "Report" with the report names, submitted by, email address, and attachments and another table (Contact list) with a contact list with just names and emails.
My customers have to fill in a form, and this fill in the main table (report table).
My question is, how can I check if the contact that submitted the form (submitted by) is already on the contact list? I would like to do like a checkbox, so I can link an automation to this column and send me an email with the contact information of people that have not been on the contact list.
I can't automatically add new people to the contact list, because that table is synchronized to another base.
How can I solve this problem? I thought about the function lookup, but I wasn't able to apply it.
Thank you very much!
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Jun 26, 2023 12:40 PM - edited Jun 26, 2023 12:49 PM
Hi @Sara,
I would ask for some unique identifier as a question on the form (such as email address) to compare with an existing contact list when the form is submitted. You can set up an automation with
- the trigger "when form is submitted"
- a Find Records step that searches your contact list for the email address (you might need to convert this submitted email address to all lowercase using a separate formula field)
- a conditional action that updates a checkbox field on the form submission record if the Find Records "list properties -> length" > 0
Then you can create a view based on this checkbox field and/or some notification automation as needed.
Hope that helps!
-Stephen
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Jun 26, 2023 12:40 PM - edited Jun 26, 2023 12:49 PM
Hi @Sara,
I would ask for some unique identifier as a question on the form (such as email address) to compare with an existing contact list when the form is submitted. You can set up an automation with
- the trigger "when form is submitted"
- a Find Records step that searches your contact list for the email address (you might need to convert this submitted email address to all lowercase using a separate formula field)
- a conditional action that updates a checkbox field on the form submission record if the Find Records "list properties -> length" > 0
Then you can create a view based on this checkbox field and/or some notification automation as needed.
Hope that helps!
-Stephen
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Jun 26, 2023 01:16 PM - edited Jun 26, 2023 01:39 PM
Hi, Thank you very much for your fast reply! I was able to apply what you suggested to me, but I think that I made a mistake, because it updates the checkbox even if there isn't in the table "contact list".
Those are some screenshots, I don't know if you are able to identify the mistake. By the way, Thank you !
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Jun 26, 2023 04:54 PM
Hi, @Sara
In the third screenshot, there is a mistake in "Find records".
The "Find records based on" should be set to "Condition" and the same email address should be used as the condition for comparison
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Jun 27, 2023 05:47 AM
Hi Sho, Thank you for your help! How can I select the condition between 2 columns from 2 different tables?
The dynamic condition shows me only the columns of the same table.
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Jun 27, 2023 06:13 AM
Never Mind, I was able to solve it, Thank you both guys!
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Jun 27, 2023 06:19 AM
This article about "⚙️Dynamic conditions" might be helpful.
https://support.airtable.com/docs/find-records-automation-action
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