Auto-delete/omit new records
Allow processing to delete New Records bucket automatically or omit new records. I don't want new records added to my system.
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Allison Bolduc
commented
Many Omatic Cloud users have formulas that are intended to only update existing records if found (email activity for example) and every day they have the additional task of manually clearing the 'new records' bucket - it would be beyond amazing to have the option to let the formula do this automatically. In Record Routing, it would be useful to have a third 'omit' option under 'when no matching record is found' so that new records can be cleared out. If not a feature able to be added in Record Routing, this could also be useful as a custom routing option to automatically omit these records by default.
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Kerri Severns
commented
I'd like the option to automatically omit records that do not match to existing using the match and route settings.