Ability to loop through records that are returned in the find action within autmations.
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.