Re: Automation help - variables
Hello! I have two tables: “Projects” and “Tasks”. I’m wanting to create an automation to do the following:
Trigger: When a record is created in “Projects” table
Action: Create value {Record Name} in X field in “Tasks” table
Basically, the name of the record in the project table should update a field in the Tasks table. I would like the automation to create a new field value within a dropdown field and the value name should be taken from the trigger record name (i.e. the project name).
From what I could see, the only way to achieve this is to have the action be to update a field within an existing record, so I created a dummy record. This is what I’ve created:
When I run the test, it shows the field in the dummy record is updated with the project name as expected. But when I go and create a new project record, the automation shows as running successfully, but the field in the dummy record is empty.
Am I overcomplicating this/approaching this wrong? Appreciate any help!
