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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!)

 

Could you provide screenshots of your automation setup and the form submission table with an example form submisson's data?

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

Could you provide screenshots of your automation setup and the form submission table with an example form submisson's data?


Hi @TheTimeSavingCo, No problem - Here are the screenshots, thanks!

Automation Overview 

Automation Step 1 

Automation Step 2

Sessions Table data

 

SignUps Table data

 

Hi @TheTimeSavingCo, No problem - Here are the screenshots, thanks!

Automation Overview 

Automation Step 1 

Automation Step 2

Sessions Table data

 

SignUps Table data

 


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

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