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I am trying to set an automation but it's not working

  • February 11, 2025
  • 5 replies
  • 39 views
T
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Hi 🙂
I am trying to set an automation that will update a specific field based on the information that is on another table. The field I want to update is called Relatorio as shown bellow.
I want to bring a field from another table that has the same number as the fiel (Item LV) from this table.

Here is the picture from the table I want to retrieve the content from.

I want to compare the ITEM LV from the first table and compare it to the ITEM from the last table and update the field RELATORIO from the first table with the content found on RESSALVA from the second. 

So every time ITEM = ITEM LV it should the update.

The first table should be completed with aaaa on the first line, ddddd on the second and eeee on the third line.

I setup the automation like this but it finds no records.


Tks for the help

Best answer by Kenneth_Raghuna

I am not running the automation yet. When I test it, it brings zero results as if there were no records with the same number in the table I am trying to find the value. 

Imagine a table with the numbers from 1 to 10 in each line but the numbers are not in sequence and another table with also numbers from 1 to 10 but beside each number there is an animal name. I would like an automation that would populate the first table with the correspondent animal using as a reference the number beside it.

 


Have you verified that the test record successfully loaded with a value for "Item LV"? In other words, does the "Find Records" test successfully show what it is looking for (it should be the Item LV value from the test record).

5 replies

Kenneth_Raghuna
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  • Kenneth_Raghuna
  • Inspiring
  • 122 replies
  • February 11, 2025

Can you share some screenshots of the automation run history?

When records are created in Teste LV, are you craeting them from a form, or are you typing values directly into the table? If you're doing the latter, it is possible that the automation runs immediately when the record is created, before you submit the value in Item LV. If this is the case, the automation run history will show 'Find Records' action looking for records with a blank value in the Teste referencia table.

T
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  • tsallis
  • Author
  • Inspiring
  • 13 replies
  • February 11, 2025

Can you share some screenshots of the automation run history?

When records are created in Teste LV, are you craeting them from a form, or are you typing values directly into the table? If you're doing the latter, it is possible that the automation runs immediately when the record is created, before you submit the value in Item LV. If this is the case, the automation run history will show 'Find Records' action looking for records with a blank value in the Teste referencia table.


I am not running the automation yet. When I test it, it brings zero results as if there were no records with the same number in the table I am trying to find the value. 

Imagine a table with the numbers from 1 to 10 in each line but the numbers are not in sequence and another table with also numbers from 1 to 10 but beside each number there is an animal name. I would like an automation that would populate the first table with the correspondent animal using as a reference the number beside it.

 

Kenneth_Raghuna
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  • Kenneth_Raghuna
  • Inspiring
  • 122 replies
  • Answer
  • February 11, 2025

I am not running the automation yet. When I test it, it brings zero results as if there were no records with the same number in the table I am trying to find the value. 

Imagine a table with the numbers from 1 to 10 in each line but the numbers are not in sequence and another table with also numbers from 1 to 10 but beside each number there is an animal name. I would like an automation that would populate the first table with the correspondent animal using as a reference the number beside it.

 


Have you verified that the test record successfully loaded with a value for "Item LV"? In other words, does the "Find Records" test successfully show what it is looking for (it should be the Item LV value from the test record).

DisraeliGears01
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  • DisraeliGears01
  • Genius
  • 301 replies
  • February 11, 2025

Depending on how you're using this base, you may also want to change the trigger for this automation from on Record Creation to something else. On Record Creation is when you create a new row, but the moment you create it, it usually lacks content and will give you an error. 

Oh, and from what it sounds like, have you tried using linked records among the tables instead of this automation? Then you could just use a lookup field.

T
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  • tsallis
  • Author
  • Inspiring
  • 13 replies
  • February 11, 2025

Have you verified that the test record successfully loaded with a value for "Item LV"? In other words, does the "Find Records" test successfully show what it is looking for (it should be the Item LV value from the test record).


I redid the automation and now it works. Thanks for the support!


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