Automation Action: Find Records
complete
G
Gareth Pronovost
Please consider a new automation action to allow us to find records meeting conditions within a native SmartSuite automation. I'd also request that the "Update Record" action gets updated so that we can update records that we find as part of our automation. Here's a video for additional context: https://www.loom.com/share/56bba0a0369246b09744d6d558c62216
Jon Darbyshire
complete
This feature is now available for all plan types.
Benjamin Bachman
Jon Darbyshire: awesome!
Chaya Gutnick
Jon Darbyshire: Thank you!
C
Cor Schutte
It would be amazing to then loop through all matching records and apply automation to each item in the loop. i.e. find all agents that match condition and then create a new linked record with each agent.
Jon Darbyshire
in progress
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Morgan Watkins
Jon Darbyshire: If it isn't too technical, I would also like the ability to loop / iterate one level down based on some sort of countable data point for each record that is found. I do this with with the scripting app in Airtable, for example lookup records and then run a script, but a native feature would be great. For example, when forecasting revenue on projects, I need users to give a start date, time period (x weeks), and total value per week. I then need to turn that into a graph friendly format with a forecast line item per week. It's a very common pattern I find where I need to turn a single line item into lots of new line items that are more data analysis / graph friendly.
Jon Darbyshire
Morgan Watkins: Thank you for this feedback. I am meeting with our Product team this week to discuss your request.
Chaya Gutnick
Jon Darbyshire: Any update on this?