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Automation: add a new record to a table is not showing all fields

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MelissaNunes
5 - Automation Enthusiast
5 - Automation Enthusiast

I have created an automation to add a record to a table called "Client View" when a checkbox is ticked in the record in the table called "Project Schedule".  I want to control which fields show in the "Client View" record.  But, my first struggle is I can't get almost any of the fields to show!  In each record in the Project Schedule table, there are 13 regular fields, 3 linked fields from another table called "Project Catalog" and 10 lookup fields from those Project Catalog records.  I don't need all of those fields to show in the new record, but I do need information from many of the linked and lookup fields to show as well as the record name and regular fields.

Trigger: when a box is checked in a record in Project Schedule...

MelissaNunes_0-1688600281136.png

Action: create a new record in Client View

MelissaNunes_1-1688600636563.png

But when I select the fields I want to show in the new Client View record, I can only see 3 fields, not all of them.  Am I misunderstanding the purpose of the "Configuration: Action will run..." section?  This seems like it should be so simple..."copy these fields from this record to another table" 

1 Reply 1
Sho
11 - Venus
11 - Venus

Can you tell me the fields in the Client view table?