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Re: Automations to create new records in a new table

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HannahS
6 - Interface Innovator
6 - Interface Innovator

I'm a literary agent and I'm trying to create a way to track my submissions of clients work to publishers. 

I have a client table, a titles table and an editor table. It's tricky to do this in any of these because some editors will see multiple projects and keeping the feedback etc separate is giving me a headache. 

In the titles base I have an area where I add editors to a list when I've pitched to them and want to put them on my eventual submission list - at the moment this is a linked field with multiple select capability. 

What I'd like to do is have another table which essentially creates my submission lists and enables me to then go on an record submission dates, responses etc...I've tried to set up an automation so that a new record is created in the tracking table when I add editors to the multiple select field in the titles base so that I end up with a record that is basically TITLE X Editor A and the next field TITLE X Editor C... so that each one will be unique - however, at the moment, what I'm getting is the title and then all the editors selected in that field (so it shows up as TITLE X Editor A, Editor C, Editor Y etc). Is there a way to separate this out so that each time I add an editor it creates a new field? 

Thanks

 

13 Replies 13

Ah, I see!  Try this formula:

Name & " - " & 
SUBSTITUTE(
  Editors,
  ",",
  ", " & Name & " - "
)


So sorry, I should have mentioned that you can duplicate the base to your own workspace in order to get access to the formula and automation!

Ah, thank you, that's really useful. OK, I've now got the formula working so in the formula column I now get - title A - Editor 1, title A - Editor 4, title A - Editor 9 etc...but even with the duplicated base I can't figure out how to automate each of those entries separated by a comma becoming a record in a new table. Even when I try the repeating option I end up with the record in the new table showing as 'title A - Editor 1, Editor 4, Editor 9...

I'd be really happy to pay for your time to help me figure this out...

Ah for that you'd just need an automation that pastes the value of that formula field into the linked field like so:

Screenshot 2024-10-28 at 9.44.06 AM.png

Screen Recording 2024-10-28 at 9.44.43 AM.gif

If you're still facing issues I'm happy to jump on a free half hour call to help you sort this and you can grab a time here!

This is fantastic, thank you so much. I've got it working now!