Create records based on values from another table

Unfortunately you’re not missing anything, creating multiple records via automations requires some pretty tedious workarounds.

(We can also do this via a script, so let me know if you want to do that)

I’ve put something together here for you that should do what you’re looking for via automations alone

To view the setup (formulas, automations etc), you can duplicate the base by clicking the title of the base at the top of the screen, then the three horizontal dots on the right, and then the “Duplicate Base” button.

It works by:

1. Executing a Find Record action based on the view we’re asking it to search by via the View to Create Records From field when the checkbox is marked. (Both the checkbox and View to Create Records From field are purely for demo purposes; in practice I’m sure you already have some sort of logic to determine when and which view to grab records from)


2. Pasting a list of the names of the found records into the Found record names field


3. The Text to Paste field then converts that into a unique comma separated list by combining the Name field with each of the selected multiple select options. The values here MUST be unique, so adding the date or, even better, the record ID itself would make this more resilient


4. Another automation then pastes this unique comma separated list into the linked field, forcing the creation of multiple records

If you don’t want to deal with setting this up yourself, you can also hire me to do it for you!

hi @Adam_TheTimeSavingCo the script probably would work. is that somewhere here on the forum?