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Ability to modify new or existing records
1 Comment
Hi Melanie,
It sounds like you are requesting the ability to take different actions on fields in the destination based on "x" criteria (in your example, marking a record as primary or possibly overwriting/unmarking a status/type with a blank), am I correct in my understanding? Versus the ability to edit a record's value and how it lands in the destination (for instance, wanting to change the value of the record while reviewing in a bucket - you notice James needs to be updated to Jim)?
May I ask your system of record as the destination?
Thank you for your submittion!
Chanel Floyd
Product Manager - Omatic Cloud
Melanie Porter
Ability to choose if I want to make modifications to an existing records while making different modifications to new records all through one formula that are sent to ready.
Example: having new records mark new email as primary while existing records do not mark as primary or overwrite.