Skip to main content

I have a table that has a parent child relationship setup through ID and parent_ID fields. I have number fields on each record and when an automation is triggered I want to add the child record's field 2 and field 3 values to the parent record's field 1 value. I've setup the automation to trigger from the child record. It looks up the parent record, but when I try to update the parent record and set it's field1 value to current field1 value+child field 2+child field 3, I get an error.

How can use a simple formula like "+" in the automation action?

Automation does not allow formulas, so you will need a formula field for the automation output and write that field to a field in the target table.
If this is not possible, scripting or other steps may be required.

Also, if there is already a linked table, there should be no need to find records by simply referencing the record ID's in the linked table.

Ok. Thanks for the response. Formula field will not work for me because it's a recursive logic in the automation and I do not know upfront, how many such records I will need to add. i.e., scripting may be the only option

Reply


Terms & Conditions