In this video, we’re going to navigate between different data records.
To demonstrate I have changed a status multiple times to create multiple data records.
To view these records, go to settings, back to our workflow, and here you can see multiple data records every time I change the status.
Moving into the status change trigger.
You are able to view these data records as well.
And on the right you will see them change.
In this case, if I move one up, it’s now changed from new to declined.
The next one goes from declined to accepted, and the next from accepted to new status.
This is where different data records come in every time I change the status.
Here you can see the output of our first task.
I take a look to ensure after the automation is run, it shows that it’s run true and has successfully created a workflow note.
And that is how we navigate data records.