Feb 10, 2024 06:04 PM
=XLOOKUP(9,Table2[max],Table2[tier],,1) Trying to recreate this with automation but keep getting a list error.
Have two tables: Projects and Fees, Projects has a number field, and Fees has a list of pricing tiers with a max number field. I want link fee data by automating the record link between Projects and Fees based on match the Project number field within a Fee Tier.
See below, ignore first two setup steps, Find records find the Tier, but the last step fails due to "insufficient permissions"
Solved! Go to Solution.
Feb 10, 2024 06:34 PM
I set up an automation here that (I think) does the same thing and seems to work fine:
Key difference is that I'm using the list of record IDs from the Find Record action
As to why you're facing that error, do you have any field permissions set for that linked field maybe?
Feb 10, 2024 06:34 PM
I set up an automation here that (I think) does the same thing and seems to work fine:
Key difference is that I'm using the list of record IDs from the Find Record action
As to why you're facing that error, do you have any field permissions set for that linked field maybe?
Feb 11, 2024 06:00 AM
List of record IDs was the issue - thanks Adam!