I’m looking at this Help article about using multi-step Zaps to find and update records in AT:
…and I’m wondering if it’s possible to use the Search Formula field to ask the Zap to look at TWO fields to identify a record in AT instead of just one?
My problem is that there’s no ONE unique field that would allow the Zap to locate a particular record; I need it to consider TWO fields.
For example, it can’t just look at Content Type OR Due Date, because neither of those is a unique field in the view; it needs to look at Content Type AND Due Date to identify the one correct record.
Is this possible?
I tried this, but it didn’t work – I think because my “Date” field actually includes date and TIME, and the TIME does not always match (nor does it need to).
So maybe I’d have to create a second date field that was date only, and use that date field in the concatenation?
My second problem is that I don’t really know how to write search formulas, so all I can do is try to copy the examples in the help article, like this one
Are there additional example formulas anywhere that I could learn / copy from? I don’t know much about writing Formulas, so even though the Help article tells me it’s possible, I need a bit more hand-holding than that, haha. A list of possible Complex Search Formulas and what they do would be super helpful, if that exists anywhere!