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Automate to find record by record ID + link existing records

Topic Labels: Automations
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Hello,

I am trying to create an automation that would take a new record in my Table 2, and find the respective record in Table 1 and link the two together. For example:

  1. In table 2, I have a new record, John Smith, that has been added.
  2. In table 1, I should have a record, John Smith, with a different set of data.
  3. I want to make sure that in Table 2, John Smith is a linked field from Table 1, to connect the Table 1 data to Table 2 data without manually having to do this each time.

I was referencing this article, but the struggle I’m hitting is that the “find record” action is never the same. It is all variable to what the Table 2 record ID is and then it should find the equivalent in Table 1.

Do i need to use a script to find record that matches the table 1 record in table 2? I’ve never used scripts before within automations, so help would be appreciated!
Any ideas?

1 Solution

Accepted Solutions

For your “Find Records” action, click on the tiny little gear to the right of the find condition, and you can setup a “dynamic” find.

See Solution in Thread

2 Replies 2

For your “Find Records” action, click on the tiny little gear to the right of the find condition, and you can setup a “dynamic” find.

I completely missed that little gear icon. Thank you!!