Aug 02, 2023 12:32 PM
I have an Automation that is triggered by the appearance (in a new form-generated record in Table-A, {T.A-Rec.1} ) as having a non-empty value in a field {T.A- Field.1’}. This {T.A- Field.1} is a link to a record in Table-B.
Record {T.A-Rec.1} ALSO has a link field {T.A-Field.2} containing a link, {Ref.C.Link}, to a record in Table C.
I wish to update a record in Table C, the record referenced by {Ref.C.Link}. The field in the referenced Table-C record that I want to update is {T.C-Field.3}, also a link field to Table-B. The value that I want to put into the {T.C-Field.3} in the referenced Table-C record is that of {T.A- Field.1’}, the link to that same record in Table-B.
In my Automation so far, I seem to get the trigger to work OK. But when I try to configure an 'Update Record' Action to update the {T.C-Field.3} field in the referenced Table-C record I get very confused about specifying what record/field to update with which record/field value. Nothing tests out OK.
I would appreciate coaching on exactly how to configure my automation. Are additional Actions needed? Maybe a ‘Find Records’ Action? (I tried that, but got confused again.)
The attached diagram may help.
Thanks for any help, Bob.
Solved! Go to Solution.
Aug 02, 2023 09:02 PM
I've set something up here for you that I think is what you're looking for; you can duplicate it to view the automation setup.
Here it is running:
And here's how I set up the automation:
Aug 03, 2023 02:16 PM - edited Aug 03, 2023 02:17 PM
Thank you, Adam. Your solution worked for me. Evidently the critical step that I was missing was to change the display to 'ID'. I have no idea what that means or why it seems to be critical. (Your screenshot animation ran very fast, so I had to view it separately.) I also do not know why Airtable does not seem to alert users to this step.
As a side matter, a difference between your example Action and mine regarded 'Condition' for the Action to run: Somehow you set things up as 'Always Runs', but I could not set that Condition, so I set the condition up to be the same as the condition for the Trigger.
Thank you very much for your prompt solution to my problem!
Aug 02, 2023 09:02 PM
I've set something up here for you that I think is what you're looking for; you can duplicate it to view the automation setup.
Here it is running:
And here's how I set up the automation:
Aug 03, 2023 02:16 PM - edited Aug 03, 2023 02:17 PM
Thank you, Adam. Your solution worked for me. Evidently the critical step that I was missing was to change the display to 'ID'. I have no idea what that means or why it seems to be critical. (Your screenshot animation ran very fast, so I had to view it separately.) I also do not know why Airtable does not seem to alert users to this step.
As a side matter, a difference between your example Action and mine regarded 'Condition' for the Action to run: Somehow you set things up as 'Always Runs', but I could not set that Condition, so I set the condition up to be the same as the condition for the Trigger.
Thank you very much for your prompt solution to my problem!
Aug 04, 2023 12:09 AM
Glad I could help! Thanks for the feedback about the animation being too fast; I'll see what I can do to slow it down!