Outputting Single Select using IF formula
Updating with Zapier…
In general, the way this is done is to use a new record (or new record in view) trigger in Zapier to pick up the record and then an update record action to update it.
In this case, however, we need to also work out whether the Single select field should be Upgraded or Not Upgraded. The process could be run using two zaps - one filtering the Y valued records and the other the N records - but in this case I decided to use a very short piece of Javascript in a Code action in Zapier (it make the process simpler).
Here’s the table:
Ignore the fact that the Upgraded field is already completed (I only took 1 screenshot).
Here is the Zap:
The first step is triggered by a new record - it’e likely in real life that a New Record in View would be more useful:
The second step is a code action (in Javascript) which simply uses and if…else construct to work out which value the Single Select should be:
This is no more complicated really than the type of ifs we are used to in spreadsheets.
The final step is the record update step:
Here we take the record from the first step and update the Upgraded field with the value calculated in the second step.
And that’s it - it certainly took much longer to write up than it took to set up the table and Zap!
Hope this helps!
