🆕 Trigger · When a record is deleted · Workflow Automation

[Leo]

With today’s announcement, our workflow automation just got even better as we now include the trigger
When a record is deleted

Overview

The trigger “When a record is deleted” will allow you to run an automation whenever a record is deleted in a specific app.

A simple use case

“When a record is deleted (Trigger) and if the person who delete the record is not the responsible member (Filter) then restore the current record (Action).”

Some more insights

To restore a record use the action, restore the current record action. Check out more→

Create automation using the trigger “When a record is deleted”

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

  
  • Choose the trigger When a record is deleted
  • 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 depending on your selected action such as in the simple use case above the action Restore record

• Click on Create automation at the top right
  
  

Edit and manage trigger

The automation editor allows you to edit or manage triggers 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 → 1
• 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 →