
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Nov 26, 2024 08:14 PM
Hello,
I'd like to ask for help in troubleshooting an automation. I built an automation that works correctly when I "Generate a Preview". BUT, when I go to actually use it, the automation does NOT work. I.e., it does not update my live/active Base in the same way that it updated the Test Record. Actually, it appears to have done *nothing* to my Live Base, lol. Is this a common issue???
Specific Context for my Automation:
Table 1 is "Applications" where Client Application Forms are received.
Table 2 is "Sessions" which lists all of the available time slots for Applicants to sign up for.
Table 3 is "SignUps" where SignUp Forms are received indicating a specific Application # is signing up for a specific Session.
When someone completes a "SignUp" form it automatically includes the Session they're choosing as well as their Application # (through a Prefilled URL). I want the automation to add the Application # from the SignUp Form to the Sessions Table to finish the circle of Application -> SignUp -> Scheduled Session.
I apologize if it's not clear, let me know how I can clarify. Thanks in advance for your help.
-ML
Screenshot of the Airtable "Generate a Preview" that shows "App-5" was successfully added to Linked Record field "LINKEDtoAPPS". (Hooray!)
Screenshot of the Sessions Table after I run a "real life" scenario of the Automation, BUT the "LINKtoAPPS" column does NOT have an "APP-#" linked record in it like the "Generate Preview" example did. (Oh no!)
Solved! Go to Solution.
Accepted Solutions

- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Nov 27, 2024 02:37 PM
Hey all,
I wanted to let you know I got the automation to work. I'm not 100% all of why, but it's now working correctly, which is great.
The automation I pasted above has two steps: 1) new record created and 2) update record. I got the automation to work by reverting to a previous approach I had tried (but oculdn't get to work) which added the step of "Find Record" between 1 and 2 above. I'm happy to report it's now working!
I still don't know why the automation approach I gave above in this thread was giving me the correct preview, but that's alright. You're welcome to share additional insights if you have them, but I wanted to clarify the original issue is resolved.
ML
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Nov 27, 2024 01:10 AM
Could you provide screenshots of your automation setup and the form submission table with an example form submisson's data?
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Nov 27, 2024 03:44 AM
Hi,
One thing I've found helpful in similar situations is splitting up your automations. You could have one automation trigger when a new SignUp Form comes in and handle any immediate updates needed. Then, create another automation that kicks in when there are changes to specific fields like 'Session' or 'Application #' in the Sessions table.
As such, each step of your process could manage its own real-time data effectively without missing anything. It’s a bit more streamlined and helps ensure everything works as intended when you're actually running it live
Harsh | Fario Consulting

- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Nov 27, 2024 11:45 AM
Hi @TheTimeSavingCo, No problem - Here are the screenshots, thanks!
Automation Overview 
Automation Step 1 
Automation Step 2
Sessions Table data
 
SignUps Table data
 

- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Nov 27, 2024 02:37 PM
Hey all,
I wanted to let you know I got the automation to work. I'm not 100% all of why, but it's now working correctly, which is great.
The automation I pasted above has two steps: 1) new record created and 2) update record. I got the automation to work by reverting to a previous approach I had tried (but oculdn't get to work) which added the step of "Find Record" between 1 and 2 above. I'm happy to report it's now working!
I still don't know why the automation approach I gave above in this thread was giving me the correct preview, but that's alright. You're welcome to share additional insights if you have them, but I wanted to clarify the original issue is resolved.
ML
