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Find several specific records in Automation

  • July 27, 2021
  • 3 replies
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K
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Hello. I am trying to automate linking one record in one table to several records in another table.

I have one table called ‘Payments’ and another called ‘Entries’. Each payment is for several entries. Once a record is created in Payments I need that to trigger an automation that first finds all the records in Entries associated with that payment (I have these as a list, separated by a comma, in a single line text field in the payment record) and then update those records to link them to the payment. Is this possible? So many thanks to anyone who can help!

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3 replies

Kamille_Parks11
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Does the comma separated list match the primary field of your [Entities] table? If so, you could probably copy that list directly into your link field either manually or through the Automation using a Update Record step without need of Find Records

K
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  • Katy_Richards
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  • July 28, 2021

Hi @Kamille_Parks Thank you for your reply. Yes it does. I’ve tried that but when I test it fails saying ‘Updating the record failed due to insufficient permissions’. I am a creator on the base.

K
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  • Katy_Richards
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  • Participating Frequently
  • July 28, 2021

Hi @Kamille_Parks Thank you for your reply. Yes it does. I’ve tried that but when I test it fails saying ‘Updating the record failed due to insufficient permissions’. I am a creator on the base.


Hi @Kamille_Parks I’ve managed to do it now. I found the records in Entries but then updated the record in Payments by adding the list of found records. Phew! Thank you anyway!

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