Dec 18, 2020 06:29 AM
I was delighted to discover recently the automation function within airtable, allowing me to remove part of the automation I had with third party providers (Zappier mainly).
I am however unable to solve one specific automation :
That is where I created the automation :
1- It takes all the attachment from the new record (each time they add a document, its create a new record)
2- it copy and past these attachments in the relevant fields in the main customer record
3- it deletes the new record used in step 1 to keep the database clean.
Zappier added the new attachments while keeping the existing one, Airtable automation deletes the existing one by replacing them with the new one.
Any way to go around this without going back to Zappier ?
Dec 18, 2020 08:32 AM
Set the Automation to include the list of attachment urls from the existing record, then add a comma, then the list of urls from the one about to be deleted.
Dec 18, 2020 09:54 AM
Thank you for your quick answer. I got the idea, but I did not find how to do it, there is no mention to existing records in the form :
Step 1 (Trigger) : Trigger the automation when record is created
Step 2 (Action) : Update record where Record ID matches for “Field #1”
There are no options to find a preexisting field, I can only select elements from the new record, do I need to go through a script ?
Dec 18, 2020 10:12 AM
You can have one Update Record step to link the existing Customer record to the new form submission, then you can add a second Update Record step to do as I described above to add the url of the new attachment(s) to the list of existing attachment urls.