Automation to update a long text field with the va...

[calvinscm]

Hi,

I'm trying to automatically update a linked field with the data that auto populates in the "Auto" number field when a new record/line is created. I can get the data to return but it's all in one field.  I tried to use the "Update Record" option but continued to get errors

Thank you

[Sistema_Aotearo]

Hiya. Is what you're looking for?

The trigger is set to "When a Record is created" in "Table with the Auto number"

Action 1: Create Record.
Create a new record in the "TMS" table using the data from the "Table with the Auto number". Making sure that the main title of the record is the auto number.

Action 2: Update record
Update the original triggering record to have this new created record in the link field

Let me know is this makes sense 🙂

[calvinscm · Accepted solution]

Never mind... I figured it out... I should have used "When a record meets a condition"

[calvinscm]

Thank you Sistema and yes, makes sense.

Also, found another solution using when a record meets a condition.

Again, thank you Sistema.