kpresley - profile

kpresley · Feb 24, 2023

Hi there! I have two tables involved in this automation, a Projects table and a Tasks table. Currently my automation is set up so that when a project status changes to "Ready to Build," a series of new records are created in the Tasks table.I'm runni...

kpresley · Feb 24, 2023

This is perfect, thank you! Makes total sense about the search - I hadn't even considered using the primary field for some reason  I appreciate all your help with this!

kpresley · Feb 24, 2023

Thank you for the information! The Find records action seems like the move here - I think I'm missing something conceptually as I'm going through the process. I've set up a Find records action but I'm a bit stuck on the Conditions that need to be set...

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No duplicate record creation

Re: No duplicate record creation

Re: No duplicate record creation