Automation: Using data from previous trigger record or previous actions.

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Automations do some GREAT things...but when building an automation I often muse over the embedded instructions that say "....choose as much data as you want from your trigger record or previous actions. You can combine this data with manual entries."
How can I get data from a previous action?  Is there some sort of formula or scripting which provides access to the process flow?
What sort of "manual entries" are possible?  Plain text or some sort of formula/script?
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Test Account

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Posted 3 months ago

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John Rogers

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If you mean data from a previous action to trigger the automation. I would:

Create a checkbox field
have the first action once executed -> check the checkbox field you created
IF checkbox field is checked, run automation

Not sure if that answers your question or not.
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Test Account

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Hi John -- thanks for the note...
Well...the instructions say ""....choose as much data as you want from your trigger record or previous actions"...guess I'm trying too figure out exactly what this means, seems like the instructions are quite vague.

So...you're saying...given an automation with several actions:
1. Use one action to put some date in a table
2. Configure a second action to act on the data from step 1
3. Lather-rinse-repeat as needed...Correct?

HHhhmmm...seems like an interesting technique...thanks!

OK -- what about manual entries?  What sort of operations are possible?
Plain text?  Formulas?  Any other sort of command/script?





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Evan Martinez, Community Manager

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The manual entries would just support plain text at this stage, they do not support formulas or commands/scripts. That is something our Automations team is looking into for future enhancements.