Forum Discussion
Costin -
The 'New Event' is a proxy for when records are added/modified - so you can handle both event types if needed in one Pipeline. It will work fine here.
As for the error - since you're still doing a search records you will still need a loop. The pipeline needs to index the record you're currently on - so IF you are still doing the search step you will need the loop.
I'll repeat one of my earlier suggestions that you don't need the search step at all. In your example it seems like you want to pick up the new record upon creation and immediately copy it. If thats true - then your 'trigger' in Step A can retrieve all the fields you need and then Step B is just copying the record. You would only need to do a search in this case if you were looking for other records of if these was on a schedule where you were running this weekly. Your Pipeline should probably look like:
Step A: New Event (On Record created) - include all the fields you want to copy in the fields the retrieve
Step B: Create new Record in clone table - include mapping of all the fields you wanted copied.
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Chayce Duncan
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Hi,
Thank you.
After records are added, I need the pipeline to search in the entire table (new records + old records) and retrieve all with a specific criteria like: all records with "Uploaded" from column "Status".
If I delete the search, then the Create record option will just copy without my criteria.
Do you have any suggestion in this way?
Best regards,
Costin
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- ChayceDuncan6 months agoQrew Captain
The concern with doing the 'Search' is that you're going to pick up more records than just the one that is being added. So you might pick up older records and end up creating duplicates. If that is the case - then you just need to reinsert the loop.
The potential here is that lets say you create record A - you do your search and find 5 records and you create 5 copies of those records. If you then create record B and you search to get the same 5 records above, then you'd be creating 5 of the same records as dupes.
If you are using the event as the trigger then you should really only be doing a 1 to 1 create then copy. If your goal is to copy records that meet a search criteria and copy those records on a schedule, then you shouldn't be using the 'On Event' as the trigger and instead you should just be doing a search and copy the response instead of having the pipeline run for each record being generated.
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Chayce Duncan
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