Help

Auto fill attachment for every new record?

Topic Labels: Automations
Solved
Jump to Solution
410 2
cancel
Showing results for 
Search instead for 
Did you mean: 
HannahS
6 - Interface Innovator
6 - Interface Innovator

I need my company logo to appear in every record in a table so that I can have it appear on the sales brochure I create in extensions (unless someone can explain how to do this using the static element there but I can't find a way to attach it there).

Is there a way (possibly an automation?) to have that field auto-fill with the attachment whenever a new record is created? 

Thank you

1 Solution

Accepted Solutions
TheTimeSavingCo
18 - Pluto
18 - Pluto

I'd suggest having a table that contains all your attachments:

Screenshot 2024-10-02 at 6.20.06 PM.png

And you'd have an automation that triggers whenever a new record gets created in your main table and links it to the Logo record in the "Images" table:
Screenshot 2024-10-02 at 6.19.38 PM.png

Resulting in this:

Screenshot 2024-10-02 at 6.20.42 PM.png
Link to base

See Solution in Thread

2 Replies 2
TheTimeSavingCo
18 - Pluto
18 - Pluto

I'd suggest having a table that contains all your attachments:

Screenshot 2024-10-02 at 6.20.06 PM.png

And you'd have an automation that triggers whenever a new record gets created in your main table and links it to the Logo record in the "Images" table:
Screenshot 2024-10-02 at 6.19.38 PM.png

Resulting in this:

Screenshot 2024-10-02 at 6.20.42 PM.png
Link to base

fantastic, thank you so much!