My daily check ins database has a markdown template that is applied when a new record is created.
However, sometimes I want to duplicate a prior check-in. Although I’ve already adjusted the automation not to run when the notes (rich text) field is not empty, most of the time the template is appended to a new record that was created by duplication.
Any tips on how to filter out this creation method when running an automation?
Hey there, This topic is almost 1 year old. Have you found a solution to that?
I didn’t solve this one. Fibery is 50/50 accurate.
Overall, I just stopped duplicating entities. I am more likely to create a new entity and manually copy and paste. In other databases I prefer to apply a template using a button instead of an automation if I need more control around avoiding duplicates.
If I needed to solve it for a client, I would actually use a script instead of other action steps. That way you can get the contents of a document field and check if they’re empty. Then update the field with your markdown if the field is truly empty.
I don’t believe you can accomplish this in a no-code way.