Aug 08, 2022 07:42 PM
I have a table with a view for monthly credits that are active and I am looking at getting an automation that creates the corresponding list of records in the next (usage) table each as their own records.
Better explained, the benefits list table has records of benefit1, benefit2, benefit3 that meet my criteria (active/monthly determined by the view). I want the automation to create new records for those benefits: benefit1, benefit2, benefit3 as their own records so that I can track the usage in the second table. When I run the automation it’s creating a single record with the values from the entire column in one cell but I want them in their own row.
Can someone clarify if I am missing a setting?
Aug 08, 2022 10:30 PM
Unfortunately you’re not missing anything, creating multiple records via automations requires some pretty tedious workarounds.
(We can also do this via a script, so let me know if you want to do that)
I’ve put something together here for you that should do what you’re looking for via automations alone
To view the setup (formulas, automations etc), you can duplicate the base by clicking the title of the base at the top of the screen, then the three horizontal dots on the right, and then the “Duplicate Base” button.
It works by:
Find Record
action based on the view we’re asking it to search by via the View to Create Records From
field when the checkbox is marked. (Both the checkbox and View to Create Records From
field are purely for demo purposes; in practice I’m sure you already have some sort of logic to determine when and which view to grab records from)Found record names
fieldText to Paste
field then converts that into a unique comma separated list by combining the Name
field with each of the selected multiple select options. The values here MUST be unique, so adding the date or, even better, the record ID itself would make this more resilientIf you don’t want to deal with setting this up yourself, you can also hire me to do it for you!
Aug 09, 2022 01:56 PM
hi @Adam_TheTimeSavingCo the script probably would work. is that somewhere here on the forum?