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Mar 15, 2024 06:01 AM
Hello. I have two tables. Project has a date field "submit date." It is linked by the "Project ID" field in Project to the "Project" field in timelines.. Linked records in the "timelines" table vary on category (color team), with one called "submit.". Each timeline entry has a date associated with it. When the "submit date" is updated in Project, it should update the "submit" entry for that project with the new date.
I am having difficulty making an automation for this.
Step 1: When a record is updated.
Step 2: Find records. Find records in the timelines table where the color team is "submit" and the project matches the project from the Projects table
There is something wrong with this step but I don't know what it is.
Step 3: Update record
This would update the submit date in the Timelines table, but I can't seem to get there.
Could I get some advice on how to finish this automation?
Thanks!
Solved! Go to Solution.
Mar 15, 2024 11:55 PM
Thank you for the details!
When filtering for the correct linked project, try using "Has any of" and using the record ID of the triggering record instead:
And for your update record step your input step shows that your "Record ID" is "_XXXX", which indicates you manually keyed that in? I'm afraid you can't do that and you need to use the record ID that results from the "Find Record" action, and you can read about how to do that here: https://support.airtable.com/docs/linking-existing-records-using-automations
And so it'd look something like this:
And you can find the base setup here
Mar 15, 2024 09:26 AM - edited Mar 15, 2024 09:27 AM
May I know what error you get with the Find Record step? Could you provide screenshots of the Project table and the Timelines table as well?
Mar 15, 2024 09:47 AM - edited Mar 15, 2024 09:52 AM
Here is the error
The test automation is using sample project XXXX to find the record.
Here is the record in the timelines table. I updated it to 4/5 but it did not update the corresponding record in the Projects table
Thank you for your help!
Mar 15, 2024 11:39 AM
Did you retest the automation starting from the trigger?
Is your update action inside a repeating group that loops over the results of the Find action?
Mar 15, 2024 11:55 PM
Thank you for the details!
When filtering for the correct linked project, try using "Has any of" and using the record ID of the triggering record instead:
And for your update record step your input step shows that your "Record ID" is "_XXXX", which indicates you manually keyed that in? I'm afraid you can't do that and you need to use the record ID that results from the "Find Record" action, and you can read about how to do that here: https://support.airtable.com/docs/linking-existing-records-using-automations
And so it'd look something like this:
And you can find the base setup here
Mar 18, 2024 11:09 AM - edited Mar 19, 2024 05:15 AM
Thank you for the detailed reply! I did not choose the XXX project manually. That was a test record as prompted within the automation for testing purposes. Your solution worked for me! Thanks so much for your help!