I am trying to create an automation involving attachments. When the attachment gets uploaded into the one table (Incidents and in Incident Report/Doc… column),
it will appear in another table (Tenants and in Incidents column)
Trigger: When record matches conditions
Condition: Incident Report/Doc is not empty
Test Run: Successful
Action: Update Record
Record ID: (this is where I’m stumped). I choose Name as that is the common field between the two tables.
I have linked the fields together but it adds additional steps so I am hoping to eliminate that aspect.
You should add the “Record ID” from the trigger record. So in this step, go to the “+” in the field below “Record ID” and select “Record (from Step 1: When a record …) > continue > Record ID > insert”.
I dumbed it down to maybe help other forum users as well.
I got it to run successfully now but the attachment won’t update in the table it needs to update.
Trigger: When Report Received is (checked)
AND: Incident Report/Documents is not empty
Record: Name of Other Tenant LinkedRecordID
Field: Incident Report/Documents
But the attachment from Trigger does not appear where it should from Update Record.
I have linked my tenants up so that helps a bit as you can see below. You will also see my Trigger and that it tests fine!
However, the action is not working despite testing successfully. It only adds the Complainant’s Name to the Record under Tenants then I have to click through to access the record. I want the attachment to appear! What is wrong with the ACTION?