JFP - profile

JFP · Apr 11, 2022

This is probably very basic for some of you but I’m new to this … I can’t figure it out. I have an automation that sends me an email of today’s tasks every day 7am. But if there are no tasks, I still get the email, but its an error, as below. Subject...

JFP · Jan 06, 2022

I have a CRM and on my Interactions table, I want to be able to create an Interaction and select multiple contacts on a record at the same time. The linked record allows linking to multiple records - I can select records one at a time, but this is ta...

JFP · Apr 25, 2022

Thank you as well, your suggestion helps alot.

JFP · Apr 25, 2022

Brilliant, that worked. I was not sure how to construct the conditional action and was trying to do it without a ‘normal’ action first. Thanks for your help.

JFP · Apr 11, 2022

Right, I understand, testing now, thank you.

JFP · Apr 11, 2022

Ah OK, that makes sense, I wasn’t using both Action AND conditional action. So, yes now when I add an action, I can select the result of first action. Am testing now. Thanks

JFP · Apr 11, 2022

Uggh, it seems like such a basic thing. IF record is empty THEN abort, OTHERWISE run actions. That’s why I tried conditional actions, thinking the logic might work, but the Conditions only relate to the time trigger. I can’t do scripting so will have...

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Automation to stop if no records found

Select Multiple Records from a Linked field

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