Connected Records Snippets

Custom Code Snippets — Connected Records

Copy-paste examples for working with connected records inside a Custom Code workflow step. To get a connected list into your code, configure an input on the step with source Action Record Object, Connected Record, or a previous step's record output — the value arrives as an array of objects, one per related record.

Always treat the input defensively — wrap with Array.isArray(...) ? ... : [] so an empty connection or a single-record source can't crash the script.

Average a numeric field across connected records

// Input: reviews (connected_obj — array of review objects, each with `rating`)
const reviews = Array.isArray(params["reviews"]) ? params["reviews"] : [];
const ratings = Arr.pluck(reviews, "rating").map(Number).filter(n => !isNaN(n));

returnData("avg_rating",   ratings.length ? Num.round(Arr.avg(ratings), 2) : null);
returnData("review_count", ratings.length);

Pick the most recent connected record

// Input: notes (connected_obj — each has `created_at`)
const notes  = Array.isArray(params["notes"]) ? params["notes"] : [];
const latest = Arr.sortBy(notes, "created_at").pop();

returnData("latest_note",     latest ? latest.body : null);
returnData("latest_note_at",  latest ? latest.created_at : null);

Build a comma-separated list of related names

const items = Arr.pluck(params["tags"] || [], "name");
returnData("tag_list", items.length ? items.join(", ") : "—");

Roll up an order's line items into totals

// Inputs: line_items (connected_obj with price & qty), tax_rate (custom_val 0.0875)
const items = Array.isArray(params["line_items"]) ? params["line_items"] : [];
const rate  = Number(params["tax_rate"]) || 0;

const subtotal = Arr.sum(items.map(i => (Number(i.price) || 0) * (Number(i.qty) || 1)));
const tax      = Num.round(subtotal * rate, 2);
const total    = Num.round(subtotal + tax, 2);

returnData("subtotal",   Num.round(subtotal, 2));
returnData("tax",        tax);
returnData("total",      total);
returnData("line_count", items.length);

Count distinct categories across connected items

const items      = params["products"] || [];
const categories = Arr.unique(Arr.pluck(items, "category").filter(Boolean));

returnData("distinct_categories", categories);
returnData("category_count",      categories.length);
returnData("is_multi_category",   categories.length > 1);

Summarize children by status

// Roll up "tasks" connected to a project: how many are open, in progress, done?
const tasks    = params["tasks"] || [];
const byStatus = Arr.groupBy(tasks, "status");

returnData("open_count",        (byStatus.open        || []).length);
returnData("in_progress_count", (byStatus.in_progress || []).length);
returnData("done_count",        (byStatus.done        || []).length);
returnData("all_done",          tasks.length > 0 && (byStatus.done || []).length === tasks.length);

Project completion percentage

const tasks = params["tasks"] || [];
const done  = tasks.filter(t => t.status === "done").length;
const total = tasks.length;

const pct = total === 0 ? 0 : Num.round((done / total) * 100, 1);
returnData("pct_complete", pct);
returnData("project_status", pct === 100 ? "complete" : pct > 0 ? "in_progress" : "not_started");

Find overdue children

const tasks = params["tasks"] || [];
const today = DateTime.now();

const overdue = tasks.filter(t =>
  t.due_date && t.status !== "done" && DateTime.diffDays(today, t.due_date) < 0
);

returnData("overdue_count", overdue.length);
returnData("overdue_titles", Arr.pluck(overdue, "title").join("; "));
returnData("has_overdue",   overdue.length > 0);

Find the largest related record

// Identify the biggest invoice attached to a customer.
const invoices = params["invoices"] || [];
const sorted   = Arr.sortBy(invoices, "amount").reverse();
const biggest  = sorted[0] || null;

returnData("biggest_invoice_amount", biggest ? Number(biggest.amount) : 0);
returnData("biggest_invoice_id",     biggest ? biggest.id : null);

Roll up child contacts into a comma-separated email list

// Useful for "send to all attendees" without rebuilding the list manually.
const contacts = params["attendees"] || [];
const emails   = Arr.unique(Arr.pluck(contacts, "email").filter(Boolean));

returnData("recipient_emails", emails);
returnData("recipient_csv",    emails.join(", "));
returnData("recipient_count",  emails.length);

Build a one-line summary of the relation

// "3 tasks · 2 done · 1 overdue"
const tasks   = params["tasks"] || [];
const done    = tasks.filter(t => t.status === "done").length;
const overdue = tasks.filter(t =>
  t.due_date && t.status !== "done" && DateTime.diffDays(DateTime.now(), t.due_date) < 0
).length;

const summary = [`${tasks.length} task${tasks.length === 1 ? "" : "s"}`];
if (done)    summary.push(`${done} done`);
if (overdue) summary.push(`${overdue} overdue`);

returnData("summary", summary.join(" · "));

Detect duplicate child records by a field

// Surfaces when the same email appears more than once in a list.
const contacts = params["contacts"] || [];

const seen = new Set();
const dupes = [];
for (const c of contacts) {
  const key = (c.email || "").toLowerCase();
  if (!key) continue;
  if (seen.has(key)) dupes.push(key);
  seen.add(key);
}

returnData("dupe_emails",  Arr.unique(dupes));
returnData("has_dupes",    dupes.length > 0);

Build a flat object that merges parent + child fields

// One row per child item, with the parent's name copied onto each.
const children = params["line_items"] || [];

const flat = children.map(c => ({
  parent_id:    record.id,
  parent_name:  record.name,
  item_id:      c.id,
  item_name:    c.name,
  item_qty:     Number(c.qty)   || 0,
  item_price:   Number(c.price) || 0,
  item_total:   Num.round((Number(c.qty) || 0) * (Number(c.price) || 0), 2)
}));

returnData("flat_rows", flat);
returnData("row_count", flat.length);