JoshCollins
5 years agoQrew Assistant Captain
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'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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