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 likeFull Name
,Cohort
,Officially Onboarded Date
, andStatus
(single select). -
Board Buddies
, which has a linked record field calledMember Who is Onboarded
(links back toNew Applications
). It also has fields likeCohort
,Officially Onboarded Date
, andName
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
andOfficially Onboarded Date = TODAY()
). -
Action: Create a new record in
Board Buddies
, and setMember 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!!