How to Use

Find Criteria

• After selecting the desired trigger, in the action step select “ Loop”

• Select the Application and List

• You can optionally select a view and the loop will only work on the records under that View.
• Select the field you’d like to sort the list according to.

• From “ Apply Action for” you can select to apply the action to:
• Only the first record from the sorted list
• All records (up to 1000 record) from the sorted list

• After you're done setting up your loop, you can continue to select the action you’d like to apply to the records.

Sub-action

• Now that your loop is set-up we can proceed to build the action we’d like to apply to the output record
• Under Loop Click “Add Action”

• Select the action you’d like to take, in this example we will select update record

• In “ The Record To Update” drop down you will find 4 options
• Triggering Record: this will select the record that triggered the automation.
• Triggering Record - Linked: this will open a drop down of the Linked List field of the record that triggered the automation.
• Output Trigger: this will select the output record from loop step
• Output Record - Linked: this will open a drop down of the Linked List field of the output record of the loop step.
• After selecting “ The Record To Update” you can select the fields you’d like to update
• If you select Dynamic you will be presented with the fields from both the Triggering Record and the Output Record to select from

• Once you’re done selecting the fields you’d like to update, click Done, Save the automation, and you’re good to go.

Important Note 🔴

• Each action executed under the automation will count as an execution and it will be reflected to the automation quota accordingly.
• E.g. if loop was set to find 100 records and execute 5 different action for each record this will count as 500 execution
• I.e. Number of found records  x  Count of Actions per record