When record enters a view trigger
  • 04 Jul 2022
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When record enters a view trigger

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Overview

When building an Automation, you may choose a trigger to start that automation. The "When record enters view" trigger allows you to trigger (or run) an automation for each record that enters a selected view (after the automation has been turned on). Using this trigger, you can setup automation workflows with custom views that take advantage of a view's various capabilities.

As an aside, we also recommend checking out the "When record matches condition" trigger if you are looking for a fluid workflow based solely on conditions.

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We strongly recommend pairing the "When record enters view" trigger with a locked view. By using a locked view, or ensuring a locked field is involved, you can decrease the likeliness of accidentally changing a view's filtering (therefore avoiding accidental automation runs for unintended records that enter that view).

Choose a trigger

After you add an automation, the first step is to select the trigger you want to use. In this example, we'll use the "When record enters view" trigger.

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Select your data

After choosing the trigger you need to select the table and view for the trigger to watch. After you've configured this, run a test to make sure the automation is successfully connected to your view.

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Add an action

After you’ve configured and tested the trigger, it’s time to add an action. In the example below, we’ll use the “Send an Email” action to send a message every time a project enters the view of the completed projects.

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Once you've setup the action, run a test to make sure it's configured correctly. Lastly, make sure to turn your automation on.

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For more help with configuring Automation actions, view these support articles.

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