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The 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:

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How to Configure Find Records Action

While setting up a Smart Flow, select Find Records Action. mceclip0.png 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.
  • Description: Provide a brief overview of the action’s purpose, explaining its role within the workflow.
  • Effective Module: Identify the specific module from which you wish to retrieve records.
  • 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.
  • Sorting: Specify the preferred method for organizing the retrieved records.Once the configuration is completed, hit Save.
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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. mceclip0(2).png