Ability to loop through records that are returned in the find action within autmations.
Michael Hinkins
Definitely looking for this. An example would be the need to loop through all the records that are linked to a master record sequentially and auto number them for example.
Canny AI
Merged in a post:
Repeating groups of automation actions
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Allow automations to run on a list of records returned using the "Find Records" action. Like Airtable - https://support.airtable.com/docs/repeating-groups-of-automation-actions
Jed Wood
This is what keeps me using Relay.app for many of my automations- would be awesome to have them in SmartSuite!
Jon Darbyshire
Hello Murtaza Shehabi! I have a few more questions for you:
- What specific use cases or scenarios do you envision for using the loop action in automations?
- Are there any specific conditions or criteria that should be considered when iterating through the records?
- How frequently do you anticipate using this loop action in your workflows?
M
Murtaza Shehabi
Hello Jon Darbyshire
For example I have targets/goals set for each salesman each period
1) I have a table that holds all targets (example, Number of Invoices, Avg Number of SKUs per invoice etc) This will act as my master template.
2) I have a table that lists all the salesmen working at the company
3) A table (Achievement Table) that has all targets for each and every salesman for each period along with a column of achievement. This achivement is filled by the managers.
I want to make an automation that triggers when a new period is created. the automation will fetch all targets and fetch all salesmen and will fill the Achievement table for that period for each slaesman on each target.
hope I have clarified teh scenario.