Hi there! I created an interface for my base with 3 pages. In one of the pages, I want an element of a record to link to another from a different page. See attached image, circled is the element I want to pop up automatically when I input the “account” in the original record. Right now I have to manually add it.
Hey
Most probably you’ll need to set up an automation of some sort. However, I’d love to get further context.
Which record are you calling the “original” record? Would you mind describing a bit more your structure (tables and fields) as well as the use case?
Mike, Consultant @ Automatic Nation
Hey
Most probably you’ll need to set up an automation of some sort. However, I’d love to get further context.
Which record are you calling the “original” record? Would you mind describing a bit more your structure (tables and fields) as well as the use case?
Mike, Consultant @ Automatic Nation
Hi Mike! The original record is called “Account”. We have a Launch Tracker that shows in chronological order all product launches for each account (so there will be multiple lines for accounts with different dates and products) and an overall Account Dashboard that just holds all general information for accounts. What I want is for the account record in the Account Dashboard to show the launches it has from the Launch Tracker.
circled is the element I want to pop up automatically when I input the “account” in the original record.
So whenever you created a record in ‘Master Accounts List’, you want that ‘9/1/2024’ record to be linked in its ‘Launch Timing Tracker Info’ linked field, is that right? If so, try creating an automation that’ll trigger whenever a new record is created
Not sure if I correctly understand what you’re trying to do tho, sorry!
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