Can you be more specific?

• A new record that is linked to this RecordWithRichText, or a new record in a particular table, or a new record in any table?


• Is this supposed to happen automatically or manually?


• When you say populate with checkboxes do you mean “Add pre-defined checkbox items to that field” or “fill in the checkbox next to a particular checkbox item already in the field”?

Thanks very much Kamille -

1. I want all this to occur in 1 particular field in 1 particular table;


2. Automatically on new record creation


3. Adds pre-defined checkbox items to that field

Okay, make an Automation that runs when a record is created in that table. Add an “update record” step that uses the record ID from the trigger record. In your rich text field add your pre-defined checkbox items like this:

tx] This item will already be marked complete

  ] This item will be not be marked complete

  ] Another checklist item

  ] Yet another item

That is much more straightforward - thanks a lot

Glad it helped. Please go ahead and mark my previous reply as the solution to close out this topic.