Help

Automations and linked fields

488 1
cancel
Showing results for 
Search instead for 
Did you mean: 
MarkC
4 - Data Explorer
4 - Data Explorer

Hi All, 
I am having an issue trying to create an automation in my process.
The scenario is as follows, when a new record is created in a table called Project Stage v2, by selecting a linked field column called Master Project List, I want the automation to select the 7 values in the linked column Project Stage Template. The output needs to be a new row for each of the 7 values from the project stage template to match the new value added in the Master Project List.

See image below. 

0001-001-Test 2 has been added and I would like the row to be duplicated 6 more times so that each row will correspond to a set project stage as we can see on 0002-002 Test2.

Any help would be greatly appreciated! 


Screenshot 2023-06-19 142650.png

1 Reply 1

I think you might be able to do this with record templates?

If not, try creating an automation that'll find all your template stages, and then have a repeating group with a 'Create Record' action that'll create one record per found record, and it'd trigger when a new record's created in the 'Master Project List' table