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Automation to assign Airtable users when a record is updated in a linked field

Topic Labels: Automations
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Rachel_Royal
5 - Automation Enthusiast
5 - Automation Enthusiast

I'm trying to set up an automation in a base that will manage grant application and status reporting deadlines. 

I want the trigger to be when the field linking to the program is updated to automatically assign the appropriate team members. My setup is below, and the automation says it ran successfully, but it did not perform the action. What am I doing wrong? 

Programs.pngTeam Members.pngTrigger.pngAction.pngAutomation Run.png

3 Replies 3

Is your "Programme Name Value" field a formula derived from the link field? If so, it may be that the automation is working faster than the formula.

What this means is that when the automation runs to the conditional steps, nothing is in that formula field YET for it to know which condition to take. You may be able to change the conditions to read the link field directly.

Let me know if this was the issue 🙂


Justin Ng
Programme Coordinator at Sistema Aotearoa
https://www.sistemaaotearoa.org.nz/

Hi, no, it is not a formula. It is just a link to another table. I've tried using both the linked field and the lookup field to see if that makes a difference, and it is not working either way. 

brianduchek
5 - Automation Enthusiast
5 - Automation Enthusiast

I just read the following on the use of "contains" elsewhere on the board:

"Has any of" requires linked records or lookup values in Airtable. On the other hand, "contains" is a string operator which works in various conditions. 

Was also wondering if contains was case-sensitive, or possibly being confused by the "/" character in that particular name.