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Set Up Aggregate Action in Automation Manager

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  1. Click >Automation Manager.
  2. Click Create Automation.
  3. Select an appropriate trigger. For example, Create or edit records after a task is edited.
  4. Drag the Aggregate block to the Actions section.
  5. Change the Title of the Aggregate block to something that describes what you intend it to do.
  6. Select the Aggregate type.
  7. Select the Recordset.
  8. Define a Filter to limit the records to the ones you want to aggregate on.
  9. Select a field from the selected recordset to run the aggregate method on.
  10. Rename the automation.
  11. Turn on the automation.
  12. Click Save.

The automation is added to the list of automations and runs the next time the conditions are met.

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