Forum Discussion
JeffreyPierce
5 years agoQrew Trainee
Here's how I resolved this, for now.
One automation: when a record is added to Offer Block Members, then ...
I'd like to tighten up the Filter criteria for Action 2 to avoid two users cross-populating each other's records, but so far matching on Record Owner (me) isn't working as expected. Thanks for reading ...
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Jeffrey Pierce
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One automation: when a record is added to Offer Block Members, then ...
- Action 1: Copy records from Grouped Items to Offer Block Data where Grouped Items.Group ID matches Offer Block Members.Group ID
- Action 2: Modify records: Insert Offer Block Items.Offer Block ID into Offer Block Data.Offer Block ID where Offer Block Data.Group ID matches Offer Block Members.Group ID and Offer Block ID is blank
I'd like to tighten up the Filter criteria for Action 2 to avoid two users cross-populating each other's records, but so far matching on Record Owner (me) isn't working as expected. Thanks for reading ...
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Jeffrey Pierce
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