Automations of linked records

Topic Labels: Automations
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4 - Data Explorer
4 - Data Explorer


I have two tables:

The first one is to manage people who fill in forms and then I want to send them an email with the appropriate PDF training. When they fill in forms they get different "roles" such as Prospect ticket as you can see. It is linked to my second table with the columns programmes and pdf.


My second table (programmes) contains the pdf files I want to send them


What i would like to do is that when on my first table they are for example prospect ticket, they get THE programmes and the pdf associated with the program using an automation. So for example: For Prospect ticket I want ticket and the pdf associated (as it is in the picture), prospect boost get boost and the pdf....

I have been trying for a long time this afternoon and undestood that i need to use the find fonction. Nevertheless, I can't get it to work. 

The goal is to manage to make change the column programmes ( which makes the pdf change automatically) into the programme associated in the other table. 

I hope I was clear. 

Thanks in advance!



1 Reply 1
11 - Venus
11 - Venus

Hi @leodumond ,

Can't the multi-select field be eliminated and the "link to other table" field be used to select the program?