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Help With Automation to Find Records

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Jake_O
5 - Automation Enthusiast
5 - Automation Enthusiast

Hello, I have been trying to figure this out for days now with no luck! Any help would be greatly appreciated!

I am trying to use an automation to find several records that all have the same name. I want to take those records after they have been found and copy them over to another table. To be clear if the automation finds 4 records, then I want 4 records to be copied and I do not want them to be in the new table as 1 record with 4 in the linked record column. I have successfully found the records using an automation, but how would I copy those found records over to a new table.

Any help would be greatly appreciated! Thanks in advance!

16 Replies 16

Yes, that makes sense. Either Make.com or the workaround method above would work for this.

Jake_O
5 - Automation Enthusiast
5 - Automation Enthusiast

@kuovonne How would you clear the backlink field with an automation? Is there a formula that you input in your automation? Any help would be greatly appreciated! Thanks!

Use an update record action for the linked record field and leave the field value blank. When you clear the link from one side, it also removes the backlink from the other side.

Jake_O
5 - Automation Enthusiast
5 - Automation Enthusiast

@kuovonne That worked great thank you! My only concern is that when the automation deletes the field, it reruns the second automation because it is watching for the field to be updated which it is when it is deleting. In other words, where I should only create 4 fields, it is actually creating 8 in total. Do you know how to solve this problem? Thanks!

You are using the wrong trigger. Do not use the “when record updated” trigger. Use the “when record matches conditions” trigger.

Jake_O
5 - Automation Enthusiast
5 - Automation Enthusiast

Perfect! Worked like a charm! Thanks!

Perfect thanks so much!