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‎Jan 23, 2025 05:42 AM
Hi,
I have automated record selection and adding a fixed value to the existing values in a field. or example, adding a new category to the existing categories of a record. now I would like to have this fixed value as an entry from the user through a form or something else and then use the value in my automation. So the user enters the fixed value and selects the records he want to add the value to. How can I make this possible? Is there a dynamic variable that could record the input and use it in the automation?
Thanks
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‎Jan 25, 2025 06:45 PM
Assuming your base looks like this:
Then you could set up an automation like so:
It takes all of the records the user selected and uses them in a repeating group, and for each of the selected records it pastes the value from the text field 'New category' into the 'Select' field, which creates a new select option and applies it
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‎Jan 28, 2025 07:29 AM - edited ‎Jan 28, 2025 07:30 AM
Hi,
Thanks for your reply. The only issue I cant address with this is that the New Category overwrites the existing values in the Select field. I wish to add the New Category to the ones before. I cannot add them both as tokens in the automation's dynamic configuration as they are two fields in two different pages, the New Category is in page From Submission and Select is in page Record. Is there a way to address that?
Thanks
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‎Jan 30, 2025 06:06 AM
Hmm, if you're okay with the possibility of a blank option like so:
Then you could set up your automation like this:
Getting rid of the blank option's possible, but would require a small script. Lemme know if that's something you'd like and I'll see what I can do!
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