Hello everyone,
I’m currently working on an Airtable project where I manage two tables: one for accounts and another for account status. I'm trying to set up an automation that allows the names of the accounts to be automatically transferred to the status table whenever a new account is added. Here are the steps I’ve taken so far:
- Created Two Tables: One for the accounts and one for the account status.
- Set Up Automation: I’ve created an automation that triggers when a new record is created in the first table.
The goal: AUTOMATICALLY transfer the account names from the first table to the first column of the second table as soon as a new account is created.
Unfortunately, the automation isn’t working as expected, and I’m only seeing a "B" in the status table instead of the correct account names or nothing happens at all. I'm unsure if it's due to the settings or if I've overlooked something.
I would greatly appreciate any tips or advice on how to resolve this issue.
Thank you in advance for your help!