Skip to main contentThe Find Records Action allows you to search for records within a specific module based on certain criteria and use those records within the flow.Topics Covered:
While setting up a Smart Flow, select Find Records Action.
Once you select the Find Records Action, you will need to configure the following details:Name: Assign a concise and descriptive title for the action to clearly indicate its function.
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Description: Provide a brief overview of the action’s purpose, explaining its role within the workflow.
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Effective Module: Identify the specific module from which you wish to retrieve records.
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Filter Deal Records Using Given Conditions: Establish the criteria that will be used to filter the records, ensuring you capture only the relevant entries based on your needs.
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Sorting: Specify the preferred method for organizing the retrieved records.Once the configuration is completed, hit Save.
Practical Example
When a contact is deleted, our automation flow will trigger to ensure a clean database. It will first search for all activities linked to the deleted contact and then remove those activities automatically. This helps maintain organization and prevents clutter in your records.
