Help

Save the date! Join us on October 16 for our Product Ops launch event. Register here.

Automate a self-link field when a new record is created

Solved
Jump to Solution
1474 4
cancel
Showing results for 
Search instead for 
Did you mean: 
Ana_Lara1
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi,

I am working on a base pulls the information to page design, that we use to run meetings. Because of the way page design works, I had to create a field that links to the same record.

What I am trying to do is to automate this part, where if a new record is created, it automatically self-links in the self-linked field.

Would that be possible?

Thanks

Ana

1 Solution

Accepted Solutions

Yeap that's right, I'm using the "Update record" action

See Solution in Thread

4 Replies 4
TheTimeSavingCo
18 - Pluto
18 - Pluto

Yeap, make an automation that'll trigger on record creation and place the record's ID into the linked field like so:

Screenshot 2023-01-18 at 11.00.45 AM.png

Ana_Lara1
5 - Automation Enthusiast
5 - Automation Enthusiast

Thank you, the image you added cut, as part of the automation are you using "Update record" as the action for when the record is created?

Yeap that's right, I'm using the "Update record" action

Ana_Lara1
5 - Automation Enthusiast
5 - Automation Enthusiast

awesome, it worked, thank you so much!