Help

Automation when a record is created

Topic Labels: Automations
364 2
cancel
Showing results for 
Search instead for 
Did you mean: 
thursday_pools
5 - Automation Enthusiast
5 - Automation Enthusiast

I am attempting to create an automation when a record is created in a specific table that will see if that record exists in another table and if it does, update the record that was just created with a date out of the other record. I'm not sure at what point the automation is suppose to run for the new record being created, but it seems as though it is running too soon and not waiting for the piece of data it will use to look up the record in the other table. I hope that makes sense. If anyone has any ideas, i would appreciate it.

2 Replies 2
zazadi
5 - Automation Enthusiast
5 - Automation Enthusiast

How do you create the record in the first table? Throught a form or automation? If you create the record directly in the table manualy your automation will run right after the creation. Its possible that at this time you didnt filled out all neccessary fields for your automation to make a search in the other table.

As far as i know there is no possibility to create an delay in an automation but a workaround would be something like this:
When a record is created in a Table you always have the creation time of this record. Just look for the field "Creation Time". You can create a formula-field and relate to that creation time. Your formula-field should have an if-condition where the output is for example "No". But 5min after the creation time the formula should change the output to "Yes". And you will use this Formula-Field as trigger (when its changed to "Yes") to trigger the automation. With this method you will have an delay of 5min after creation a record, whats means the automation is triggered 5mins after creation. 
You can change the delay also to 10min or 15mins.

 

DisraeliGears01
6 - Interface Innovator
6 - Interface Innovator

Another option could be to make the automation trigger on a view filter or record matches conditions. You could set it so the conditions are stacked like "Name=not empty" and "date=not empty" and "status=not empty" so that it should generally run when someone is done updating the record.