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Automation - import a file to another table

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Prod_Celo
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi all,

I’m working on an automation :

2 tables : A and B

Trigger : when an option is selected in a single select field in table A
Running action : create a new record in Table B with all information of the record in table A

=> it works perfectly for all fields type except for one : attachement
I’ve got pictures in an attachement field in table A, and I’d like this pictures to appear in an attachement field of the created record in table B but when I choose the attachement field in table B, i’m being asked to “choose a property” :

image

I tried it all but I’m not getting my picture in table B.
I’m I missing something ?

Léo

4 Replies 4

Hi @Prod_Celo ,

I recommend you to create a "Linked to " field based on which using lookup you will request the document form initial table.
In this scenario your automation has to put in the linked to field the matching key value and then the rest fields will update automatically.

If this doesn’t work please let me know. :slightly_smiling_face:

Hi,
use URL - it should work

Hi Dimitris,

thanks a lot, I’ll try that and let you know.

All the best,

Léo

I found the solution,

Both solution are working actually. For newbes like me : the problem came from my testing method

image

The right testing method is :

1- Configure trigger
2- Test trigger
3-Configure action
4- Test action
5- if the action is not working => change your parameters and start form the start (I mean : test the trigger again and not only the action, otherwise the test will use your last trigger parameters and you’ll have like me the impression that nothing changed).

Thanks for your help,

All the best,

Léo