🆕 Action · Get related for collected · Workflow Automation

[Leo]

We are super happy to introduce a new action for Supercharged Workflow Automations

Please welcome Get related for collected as another action whenever the automation is triggered by an event.

Tape is built to grow with your business. Building first automation is super simple with Tape. Advanced actions like “Get related for collected” help you manage even complex business processes and are designed for Tape experts. Want to get more out of Tape? Tape partners are certified consultants and are ready to help. Whether you’d like help deciding what to automate or need a hand building, you’ll find the right fit. Just get in touch with us and we connect you with one of our partners.
If you are a developer check out these resources →

Overview

The “get related for collected” action is one of the collector actions. A collector action collects records on conditions you specify and places the records, imagine in a virtual basket for later use. A separate virtual basket is created automatically in the background for every app, which can be used for later actions within the respective automation.

You can use the “get related for collected” action to collect records they are related to before collected records and place these records in the virtual basket for later use. It means that the requirement for this action is that another collector action has already collected records before e.g. when a record is updated → then collect records via “search for record action” (action 1) → then collect related records from action 1

Some more insights:

• The current record is always the record that has triggered the automation
• Records are related via Tape´s relation field
• The relation direction to the current record can be outgoing, incoming, or both and can be set up individually
• You can set conditions to collect the related records by using filters
• You can follow the current record to all further referenced records by adding more follow rows and collecting the affected records per app
  
  

Create automation using the action “Create a new record”

• First automation block - Trigger - the “When this happens” automation statement
  

  
  • Choose a trigger, for example When a record is updated
  • Set the trigger by selecting the app where the automation should be triggered

• Second automation block - Filter - the “And if conditions are met” automation statement
  

  
  • Set your filter to start actions only if certain conditions are met:
    • A field to be evaluated, at the first dropdown menu
    • An operator at the second dropdown menu, i.e., Contains, Does not contain, Is not, etc.
    • A field value - enter the field value for the selected field from the first dropdown. Note that the operators e.g. “is empty” and “is not empty” do not require you to input a field value

• Third automation block - Action - the “Then do that” automation statement
  

  
  • Click on + Add action and choose between various actions
  • Set up your action based on the action you’ve selected, like Get related for collected here in this example

• Click on Create automation at the top right
  
  

Edit and manage actions

The automation editor allows you to edit or manage actions and holds all the important details about your specific automation. To open the editor - click the card with the title of your automation at the gallery of the automation center. From this point, you can choose between various options. Learn more about →

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New to workflow automation by Tape? Here’s a summary of what you need to know about automation.

To enable any type of automation, you’ll need to set up a trigger and one or more actions. Some automations also use filters.

• A trigger is an event that starts an automation. The “When this happens” statement. For example, “When a status changes” Learn more about →
• Filters are optional and start actions only if certain conditions are met. The “And if conditions are met” statement. For example, "only if the status changes to done" Learn more about →
• An action is an event the automation performs automatically after it is triggered. The “Then do that” statement. For example, “then send an email to a customer” Learn more about →

Check out how to create an automation →