Here the app setup:
- App A: contains client contact information with email field and filtered team views based on certain parameters (List 1, List 2, etc.)
- App B: contains a multi select field with the names of the team views of App A. There is an automation with a conditional action that will check if the select fields match any or all of App A lists and then copy those values on a multi line text field.
- App C: contains a log with a text field called “Recipient” which has the same email value from the client in App A (this value is added via a webhook).There is a “Relation” field that points to App B.
What I’m trying to do is an automation in App B that use the 🆕 Action · Get view · Workflow Automation to get one or multiple list from App A (that contains email addresses) and then filter that Get View against any relations from App C. The relation from App C contains an email address, so if that relation appears on App B relations then it should be excluded from the collected Get view automation. I tried doing the following automation on App B:
From my previous attempt I tried using the filter collected records and then tell to filter out any Emails (from App A) that “does not contain” any collected App C Recipient. However this shows me all the emails and is not filtering out the relations from App C.
For example, let’s say a list from App A contains 5 email address on List 3 view. On App B I “Get View” of List 3 via automation, but there are two matching email values on the relations coming from App C. In this scenario the filer should give me 3 emails accounts instead of 5.
I hope I explained this well. If you need to see the workspace to better understand what I’m trying to do send me a PM. Thanks for the help.
