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, andNamethat are lookups or formulas based on that link.
The automation is set up like this:
-
Trigger: When a record in
New Applicationsmatches conditions (Status = Roster MemberandOfficially 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!!
