Help

The Community will be temporarily unavailable starting on Friday February 28. We’ll be back as soon as we can! To learn more, check out our Announcements blog post.

Auto fill attachment for every new record?

Topic Labels: Automations
Solved
Jump to Solution
514 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!