+12I am setting up some automation alerts for records that have incomplete information.
I would like to trigger an automation if a new record is created to highlight any records that haven't been correctly filled in.
Of course, the newly created record won't have had all the data filled in.
I am getting a bit stuck trying to "find records" with a "when record is created" trigger that excludes the record being created.
Does anyone have any suggestions?
Best answer by Pascal_Gallais-
Hello,
You can try the following.
-1- Create an autonumber field in your table (let us call it record_num)
-2- You can then use this field as a condition in your find records action:
When a new record is created,
Find records where incomplete information is true and record_num is not the one of the created record.
Regards
Pascal
+21Hello,
You can try the following.
-1- Create an autonumber field in your table (let us call it record_num)
-2- You can then use this field as a condition in your find records action:
When a new record is created,
Find records where incomplete information is true and record_num is not the one of the created record.
Regards
Pascal
+12Hello,
You can try the following.
-1- Create an autonumber field in your table (let us call it record_num)
-2- You can then use this field as a condition in your find records action:
When a new record is created,
Find records where incomplete information is true and record_num is not the one of the created record.
Regards
Pascal
Ah that's great. I didn't realise there was a dynamic condition option!
I found another solution before I saw your message, so I'll share that here in case any one in the future might find it useful in their context (it's messier), but kind of a 2 factor authentication:
1) Create 2 checkboxes. "New Record 1" and "new record 2". "New Record 2" is ticked by default
2) When a record is created, Find records where "New Record 1" is ticked
3) Update Found Records to untick New Record 1
4) Update created record to tick New Record 1, untick New Record 2
Meanwhile my "missing info" view is set up to filter in any records that are incomplete AND missing both New Record 1 and New Record 2 ticks.
I'll use your solution, as it requires less automation runs.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
