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...
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!
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...
