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Coming Soon: Automation Action: Record Merge
Coming Soon: Automation Action: Record Merge

Automate the process of locating duplicate records within a table

Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

Welcome to the first installment of our groundbreaking trio of features designed to revolutionize the way you manage records within your tables. In this initial release, we introduce the powerful "Merge Records" action, providing you with the capability to streamline and optimize your data by identifying records with identical field values and merging them into a single, consolidated record.

Key Capabilities:

Automation Action:

- Execute an automated process to locate records within a table that share the same field values.

- Merge identified records into a single, cohesive entry.

- Automatically delete the older version of the record.

Operational Details

Merging Logic:

  • All merged field content will be consolidated into the oldest record, preserving comprehensive historical data.

  • Deleted records will be retained in the Recycle Bin, adhering to plan-specific guidelines.

This first feature sets the stage for a trio of capabilities, all with the shared goal of empowering you to efficiently manage and optimize your data. Stay tuned for the subsequent implementations that will enhance your data management experience even further.

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