Identifying Duplicates -- Finding BOTH Record Identifiers?
I have built a Zap to identify duplicates in a Zapier table when new records are created. But in the “Find Duplicates” it identifies the “new” record that is a duplicate. Is there a way for “both” -- the new and the old duplicative records to be identified with record locator numbers?
(As I want to use both record locator numbers for future activity steps as shown below...ideally where the black line is in the second picture)
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Hello @ashland
I think this option of the Find Records (further down if you scroll on your screenshot) is something you can explore as it should give you all records that match the search criteria:
Then you may want to loop through the results with Looping by Zapier, or perhaps a bit more exploring to update the records found one by one, but I think this can point you in the right direction!
Thanks for the response, @Marley. Yes, I already had that selected when you scrolled down but it only returns ONE Record ID. There is an “Results Old ID” but it is still the same Record Locator Number.
How do I get it to return the two unique Record IDs? I don’t think that Looping would help with this, as it would still just return the one Record ID?
Hi @ashland
To get a better view, can you send us a couple of screenshots:
One with the full-set up of that Tables step setup, and one of the Table it’s searching through, showing the two duplicate records that step was supposed to find?
That’ll give us a better view of that information to see if it something we can solve here, or if it’s something you might want to reach out to our Support Team directly: https://zapier.com/app/get-help
@ashland
Try these Zap steps:
Trigger: Tables - New Record
Action: Tables - Find Records
Action: Filter
Check to make sure there are records returned to process
Thanks, @Troy Tessalone -- very helpful! I think the Looping makes sense to update BOTH records. However, I am struggling to get both records to actually come back as results.
This is the “output” from the Find Records Activity. And even though there are 2 100% the same records, it is considering the duplicate only to be the “newly” added record.
I have the correct selection for multiple results, but can’t seem to get the multiple record locators to return….
@ashland
Post screenshots from the Zapier Table showing proof of 2 records having the same exact Address value for the Lookup Value being used to test in the Zap step config that is redacted.
I am embarrassed to say it was user error in the data. Sorry for all of the confusion due to my mistake. It now returns the 2 records.
However, as I set up the loop, I am now getting this error message when I want to update the records with “duplicate” to a specific field.
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As background, the loop is set up correctly and outputs the two record locators:
And this is how I have the “edit” or next activity set up that its supposed to action (which prompts the error message above). What am I doing wrong?
@ashland
Record ID field expects a Record ID value.
Map the variable from the Looping step that has a value of the Record ID.
TIP: Click field labels to see tooltips with more info about expected values and formats.
@ashland
No worries, we all make mistakes, but that’s why it’s important to re-check. I’m glad the pointer to take a screenshot helped!
It doesn’t seem you have the Record ID mapped into the Record ID field, you may want to change that to the value of the Record ID that contains the long string, but choose the one that doesn’t have “Preview” at the beginning.