Hi, please help me with this automation. For added info, this is created on a Base within a workspace on a Pro plan. All members on this Base are part of this Workspace as creators.
I want to assign a record to a member of my team based off another field's data. We operate in several markets (UK, Nordics, US, etc) and different team members work with different regions. When a record is created with a region, I want to automatically assign the relevant team member to that record.
I have tried this multiple ways, and the only one that seems to make sense is the following, which isnt working. I have created multiple automations (1 for each market to assign to the right person)
Trigger: When a record matches conditions
Table: Table 1
Conditions: When market is (market name) - for this example "UK"
Step 2: Update Record
Table: Table 1
Record ID: "Assigned to | Name"
Fields: Assigned to: (appropriate name selected)
I continue getting the error "received invalid inputs" which doesnt really tell me what I am doing wrong.
From what I understand you wouldn't need to have users interact with the "Team members" table (unless there are a lot of new members joining all the time). Just set up the structure once and connect the automation.
Maybe I don't get the full context and could help you more with some screenshots or recordings 🤔
You can also use lookup fields, so assign a member to the region, then add a lookup field.
Generally I've found creating a more complex base schema with tables that serve as "dictionaries" to be easier to work with and automate than using single select fields. By using lookups and rollups you can display all the necessary data immediately in your main table