I have two tables I want to update when adding a new product
Table A - Inventory
Table B - Received ( Products received )
Table C - New Item Table : Junction Table
I have created a junction table so I can multiple "New" products quickly and that do not exist in Inventory.
So in the automation I am doing the following
1. Trigger - If Done Checkbox is True
1. Create new record : Inventory - Add all parts of information needed here.
2. Copy New Inventory ID ( Run Script)- Paste onto : New Item Table : Field : Inventory ID ( Because of permissions I create an extra field also - New ID) - Took a while but working
3. Create new record : Received Table : Add quanity received / cost etc..
I tried to directly update Inventory ID field ( Linked relationship Field ) Linking Inventory & Received Tables - However worked only 50% of time then stopped altogether : Feel it was a time lag in the software
So I created a new second Automation - Update Record
1. Trigger - When a record is created
2. Update : Inventory ID field : from New ID Field
Not working : The number in results has a line through it
This Automation makes no sense to me as been working then not working then working sometimes - I am the creator of this base and added Automations as Creator access so no idea why not working. Does anyone know how to Fix?
I can copy paste into the Inventory ID Field So do not understand the issue every other field is working
I have been trying to resolve for a day and a half as I will need to create similar automation for consignments etc..
Any help
Automation - add to inventory
Best answer by TheTimeSavingCo
Thank you for your time and help really appreciate it
Thank you very much from the screenshots and letting me know what your use case is!
If I'm understanding you right, the workflow is:
1. Create record in "New Stock Item" with a bunch of data for that item
2. Automation triggers
3. Automation action 1: Create a new record in "Inventory" and stamp in the relevant pieces of data that were keyed in at step 1, e.g. "EX Rate"
4. Automation action 2: Create a new record in "Received" and stamp in the relevant pieces of data that were keyed in at step 1, e.g. "Weight CT", and also link it to the record created from step 3
If so, I've updated the base to show you how I'd handle that! Could you take a look and let me know where I might have gotten it wrong?
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