In the proverbial nutshell, I have a table with project data and would like to create a new record in a related table but I want to make sure that there is not currently a record in the second table with that same project number. A supporting team needs to examine some of the project data and verify the order is ready to proceed. I have created automations and webhooks to create a new record or update an existing record if a record is created or modified. But before pipelines I couldn't see a way to conditionally create a new record. My question is more of an is it possible type rather than how to do it.
Qrew LegendQrew LegendIdeally, I would like to have the key field in the second table the project number, but I have a feeling the key in the destination table will either be a ticket number or the record ID.
How would you suggest tackling this?
