Help with pipeline/automation
I'm wondering if someone would be willing to help me with setting up a new pipeline. I am new to pipelines, and am trying to achieve the following: In our Sales table, we are manually importing rec...
Forum Discussion
If I've understood correctly, you want to do something like this:
A: On New Event (which I use in preference to the Record Added/Updated steps in case I need to make changes later) - when record added to the Sales table, select the imported product name field for subsequent steps.
B: Search Records - query Product with a limit of 1 where product name (or whatever your name field is called) equals the imported product name, which you can select from step A. This will look like {{a.imported_product_name}} in the pipeline.
Insert a condition - check if the list of records from B is empty
In the 'Then' branch:
C: Create Record - create a record in the Product table with the product name equal to the imported product name, which you can again select from step A.
D: Update Record - update record A, setting the product ID (or whatever your ID field is called) to the record ID you can select from C. This will look like {{c.id}} in the pipeline.
In the 'Else' branch:
E: Update Record - update record A, setting the product ID (or whatever your ID field is called) to the record ID you can select from B. This will look like {{b.id}} in the pipeline.
I think this will work. I have had the odd issue with updating records from earlier in the pipeline and have added additional search steps, but I don't think that would be needed here.
Hope that helps.
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Jeremy Anson
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A: On New Event (which I use in preference to the Record Added/Updated steps in case I need to make changes later) - when record added to the Sales table, select the imported product name field for subsequent steps.
B: Search Records - query Product with a limit of 1 where product name (or whatever your name field is called) equals the imported product name, which you can select from step A. This will look like {{a.imported_product_name}} in the pipeline.
Insert a condition - check if the list of records from B is empty
In the 'Then' branch:
C: Create Record - create a record in the Product table with the product name equal to the imported product name, which you can again select from step A.
D: Update Record - update record A, setting the product ID (or whatever your ID field is called) to the record ID you can select from C. This will look like {{c.id}} in the pipeline.
In the 'Else' branch:
E: Update Record - update record A, setting the product ID (or whatever your ID field is called) to the record ID you can select from B. This will look like {{b.id}} in the pipeline.
I think this will work. I have had the odd issue with updating records from earlier in the pipeline and have added additional search steps, but I don't think that would be needed here.
Hope that helps.
------------------------------
Jeremy Anson
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