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I have created an automation to add a record to a table called "Client View" when a checkbox is ticked in the record in the table called "Project Schedule".  I want to control which fields show in the "Client View" record.  But, my first struggle is I can't get almost any of the fields to show!  In each record in the Project Schedule table, there are 13 regular fields, 3 linked fields from another table called "Project Catalog" and 10 lookup fields from those Project Catalog records.  I don't need all of those fields to show in the new record, but I do need information from many of the linked and lookup fields to show as well as the record name and regular fields.

Trigger: when a box is checked in a record in Project Schedule...

Action: create a new record in Client View

But when I select the fields I want to show in the new Client View record, I can only see 3 fields, not all of them.  Am I misunderstanding the purpose of the "Configuration: Action will run..." section?  This seems like it should be so simple..."copy these fields from this record to another table" 

Can you tell me the fields in the Client view table?


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