Hi,
I'm trying to automatically update a linked field with the data that auto populates in the "Auto" number field when a new record/line is created. I can get the data to return but it's all in one field. I tried to use the "Update Record" option but continued to get errors
Thank you
Hiya. Is what you're looking for?
The trigger is set to "When a Record is created" in "Table with the Auto number"
Action 1: Create Record.
Create a new record in the "TMS" table using the data from the "Table with the Auto number". Making sure that the main title of the record is the auto number.
Action 2: Update record
Update the original triggering record to have this new created record in the link field
Let me know is this makes sense 🙂
Never mind... I figured it out... I should have used "When a record meets a condition"
Hiya. Is what you're looking for?
The trigger is set to "When a Record is created" in "Table with the Auto number"
Action 1: Create Record.
Create a new record in the "TMS" table using the data from the "Table with the Auto number". Making sure that the main title of the record is the auto number.
Action 2: Update record
Update the original triggering record to have this new created record in the link field
Let me know is this makes sense 🙂
Thank you Sistema and yes, makes sense.
Also, found another solution using when a record meets a condition.
Again, thank you Sistema.
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