Forum Discussion

JoshCollins's avatar
JoshCollins
Qrew Assistant Captain
5 years ago

When to use Automations vs Actions - Best Practice?

Hello,

I'm curious to know if there is a Best Practice regarding using Automations vs Actions to add a record to another table?

My needs are very basic: When record is added or modified (with specific criteria) in Table A, add a record in Table B and link/write specific fields.

I can achieve this in both Automations and Actions. The only limitation I see in Actions is that I can not set a user field manually because it will not allow Text entry. However, Automations will allow text entry to manually set the user field.

This may be a situation where it is just preference, but I'm interested to know if there is a benefit in doing it one way or the other.

Thanks!

Josh

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Josh Collins
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  • I suggest Automations 

    They are easier to locate than Actions as they are visible from any app or table setting. 


    Essentially,  Automations replaced Actions when they came out. 



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