I realize now my initial screenshot/explanation may have been confusing.
The automation was live and ran successfully 80+% of the time. On the ones that failed to run showed the below message. Since it was super vague and unhelpful I played with the automation so that one of the records that failed would be the “test record” to see if I could get more details (I didn’t). My original message included the fail from this testing.
I have built an extremely complex CRM that started off as a very different database. It was meant to be temporary but it now looks like this needs to permanent. In other words, had a set out with this end in mind I would have built everything very differently.
We have two types of clients, “New” and “Established”, with different processes so each lived on its own table and there were connections between the two. Since this is now permanent we need for “New” clients who meet certain conditions to move to the “Established” list.
TRIGGER: When a record meets conditions.
ACTION: Create multiple records, update some records
BREAK: The break always happens on the first “Create Record”
That record is created on another table and about 40 fields are input with all except 1 being data that is pasted for from the triggering record.
The successful records were mostly 100% complete but not all had every field filled in. All of the ones that did not every field filled in.
Hopefully that will help.
Any assistance would be much appreciated!