Save the date! Join us on October 16 for our Product Ops launch event. Register here.
Jan 17, 2023 04:02 PM
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
Solved! Go to Solution.
Jan 17, 2023 07:23 PM
Yeap that's right, I'm using the "Update record" action
Jan 17, 2023 07:01 PM - edited Jan 17, 2023 07:01 PM
Yeap, make an automation that'll trigger on record creation and place the record's ID into the linked field like so:
Jan 17, 2023 07:14 PM
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?
Jan 17, 2023 07:23 PM
Jan 17, 2023 07:35 PM
awesome, it worked, thank you so much!