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I’m running into an issue with an automation that should create a new record in a table and link it back to the source record. Here's my setup:

 

Loom incase you dont want to read below :) 

I have two tables:

  • New Applications, which contains fields like Full Name, Cohort, Officially Onboarded Date, and Status (single select).

  • Board Buddies, which has a linked record field called Member Who is Onboarded (links back to New Applications). It also has fields like Cohort, Officially Onboarded Date, and Name that are lookups or formulas based on that link.

The automation is set up like this:

  • Trigger: When a record in New Applications matches conditions (Status = Roster Member and Officially Onboarded Date = TODAY()).

  • Action: Create a new record in Board Buddies, and set Member Who is Onboarded = {{Record ID}} (from the trigger).

The problem is that the automation fails with the error:
"Creating the record failed due to insufficient permissions."

I’ve tried:

  • Wrapping {{Record ID}} in square brackets

  • Using object notation like <{"id": "{{Record ID}}"}]

  • Rebuilding the Create Record step from scratch

  • Confirmed that there are no field or table permissions blocking the action

The Member Who is Onboarded field is correctly set up to link to New Applications, and I’m just trying to pass the record ID from the trigger step.

My goal is to automatically create a record in Board Buddies, link it to the correct person in New Applications, and have other fields like Cohort, Officially Onboarded Date, and Name populate automatically via lookups or formulas.

 

Thank you thank you!!

Hmm, watching the Loom my immediate thought was an issue with creating the records via automation due to having formula fields as the primary fields, but I think this is set up to work correctly after looking at some examples I have in operation…

Just to try and troubleshoot, how about taking that board buddies creation automation and splitting it up in a different manner, such as just creating the blank record in board buddies and then adding an additional action to update the record in New Applications to link to the created record in Board Buddies. That might at least help hone in on the problem. 


Thank you!! Breaking it up actually helped a ton. Even though the name was a formula field I was still able to choose it to update the new table and everything else populated - thank you!


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