Hello!
I’m trying to achieve the same effect as this post but running into problems actually inserting the string value of a linked record’s recordID as a dynamic automation value.
I’ve followed the directions from this post. I converted the array of linked records to a string for use in the automation. However, the automation interface does not present me with an “Insert” button for this string value, only a “continue” button which also leads me nowhere.
I’ve attempted this using both the formula and rollup fields. For each of these methods, I’ve appended a &"" to force the value to a string. I’ve also attempted to use the “Insert Records As [List/Grid]” feature with my string but this does not appear to function after running a Action Test.
Here are some nitty gritty details about the general project I’m building.
I have an Items table and an Updates table. Each Update record references just one Item record and also references the last-entered Update record, creating a linked list I need for calculating some metrics.
I am looking to create an automation that effectively creates this linked list of updates automatically in order of update submission. I want the automation to look like this:
Step1 - Trigger: new record created
- in updates table
Step2 - Action 1: Find records - in updates table where:
- [item] contains [step1:item]
- [latest_update] is unchecked
Step3 - Action 2: Update record - in updates table where Record ID is [step1:Record ID]
- set field last_update to [step2:Record ID]
Any help is greatly appreciated.
Thank you!
